Ironbridge Private Wealth, LLC

RIASEC Registered

Total AUM

$380M

Discretionary

$380M

100% of AUM

Avg account

$750K

Accounts

506

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 287714
Registered since: April 18, 2019
Website: www.ironbridge360.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI92.11%
Individuals7.27%
Corporations / Businesses0.61%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ironbridge Private Wealth, LLC is an independent, owner-operated registered investment adviser that entered SEC registration in 2019. The firm works with both individual and family clients as well as institutional accounts and describes itself as a capital allocator that combines advisory services with third-party manager selection. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm uses a mix of fee models — percentage of assets under management, hourly and fixed fees, and performance-based arrangements — and does not position itself as an ESG-focused investor.