IRONBRIDGE PRIVATE WEALTH, LLC
Latest filing: Feb 20, 2025 (163 days ago)
AUM
$314,790,965
31% change vs. 1 year ago
35% change vs. 3 years ago
133% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
0% change vs. 1 year ago
0% change vs. 3 years ago
20% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
AUSTIN, TX
6420 BEE CAVES ROAD, AUSTIN, TX, UNITED STATES, 78746
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 74 | $0.0 |
| Average Individual AUM | $277,858 | |
| HNW | 80 | $0.3 |
| Average HNW AUM | $3,657,505 | |
| Retail Total | 154 | $0.3 |
| Average Retail AUM | $2,033,519 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG-FL-USA | $0.2 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 91% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WHITNEY BARKER | AUSTIN | TX | S65|2022-08-01 | ||||||
| WILLIAM KEENAN | AUSTIN | TX | S63|2002-02-15|S66|2002-12-12 | ||||||
| DOUGLAS ZULLO | AUSTIN | TX | S63|2002-07-22|S65|2008-03-21 | CERTIFIED FINANCIAL PLANNER | |||||
| GWEN HENSON | AUSTIN | TX | S66|2003-05-19 | CERTIFIED FINANCIAL PLANNER | |||||
| MELISSA FLEMING | AUSTIN | TX | S63|2002-04-05|S66|2006-01-02 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES DENHOLM | AUSTIN | TX | S66|2001-08-14 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.1 | 31% | 6 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.1 | 75% | 6 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.1 | 35% | 6 | 0 | 0% |
| 2021-04-05 | $0.2 | $0.1 | 65% | 5 | 1 | 20% |
| 2020-04-01 | $0.1 | $0.2 | 133% | 5 | 1 | 20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, LA-05/03/2019, TX-04/18/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV