William Keenan
Investment adviser representative at Ironbridge Private Wealth, LLC
22 yearsExperience
1 stateRegistered in
$379.7MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Ironbridge Private Wealth, LLCJun 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2018
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo Bank, N.A.Feb 2004 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ironbridge Private Wealth, LLC
$379.7MAssets managed
166Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2303531
- Firm CRD
- 287714