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IRONBRIDGE PRIVATE WEALTH, LLC
CRD 287714File 801-115022
APPROVED
Retail clients
Filing as of Mar 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$379.7M
Below cohort median (national)
Discretionary AUM
$379.6M
Non-discretionary $57K
Clients
166
506 accounts
Employees
6
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 18, 2019
- Principal office
- 6420 BEE CAVES ROAD, SUITE 201, AUSTIN, TX, 78746
- Phone
- 512-327-8901
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $379.7M
- Discretionary AUM
- $379.6M
- Non-discretionary AUM
- $57K
- Discretionary accounts
- 505
- Non-discretionary accounts
- 1
- Total accounts
- 506
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $2.3M |
| High net worth individuals | 74 | $349.7M |
| Individuals (other than high net worth individuals) | 89 | $27.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.