Overview
Assets Under Management: $315 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 80
Average Client Assets: $4 million
Frequently Asked Questions
IRONBRIDGE PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287714), IRONBRIDGE PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
IRONBRIDGE PRIVATE WEALTH, LLC is headquartered in AUSTIN, TX.
IRONBRIDGE PRIVATE WEALTH, LLC serves 80 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, IRONBRIDGE PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
IRONBRIDGE PRIVATE WEALTH, LLC manages $315 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, IRONBRIDGE PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 476
Discretionary Accounts: 475
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 287714
Last Filing Date: 2025-02-20 00:00:00
Website: https://ironbridge360.com