SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Ironbridge Private Wealth, LLC
Austin, TX
CRD 287714
Firm filing updated March 14, 2026 ·
- $379.7MAssets
- 166Clients
- 6Advisory staff
- 506Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals89
- High net worth individuals74
- Corporations or other businesses3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 89 | $27.6 million |
| High net worth individuals | 74 | $349.7 million |
| Corporations or other businesses not listed above | 3 | $2.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$379.7 million
- Accounts506
- Discretionary$379.6 million · 505 accounts
- Non-discretionary$57,052 · 1 accounts
People
- Employees6
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients101 to 250
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 287714, SEC file 801-115022.
- Registered with the SEC as an investment advisor (status date on record: April 18, 2019).
Is Ironbridge Private Wealth, LLC a fiduciary?
Short answer: Ironbridge Private Wealth, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.