# Ironbridge Private Wealth, LLC

> Ironbridge Private Wealth, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 14, 2026.

- CRD: 287714
- Filed as: IRONBRIDGE PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287714
- AdvisorCensus page: https://advisorcensus.com/firm/ironbridge-private-wealth-llc-austin-tx-287714

## Quick answers

**How is Ironbridge Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ironbridge Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Ironbridge Private Wealth, LLC located?**
Ironbridge Private Wealth, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Ironbridge Private Wealth, LLC registered with the SEC or a state?**
Ironbridge Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 287714.

**How much does Ironbridge Private Wealth, LLC manage?**
Ironbridge Private Wealth, LLC reports $379,680,244 in regulatory assets under management in its Form ADV filing dated March 14, 2026 (100% discretionary).

**How have Ironbridge Private Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Ironbridge Private Wealth, LLC: Regulatory assets under management: $190,745,010 in the October 2021 data and $379,680,244 in the October 2026 data, up 99%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ironbridge Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (74); corporations or other businesses not listed above (3).

**Which custodians does Ironbridge Private Wealth, LLC use?**
Ironbridge Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ironbridge Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287714

**What changed in Ironbridge Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $314,790,965 to $379,680,244 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $379,680,244
- Discretionary: $379,623,192
- Non-discretionary: $57,052

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $27,621,710 |
| High net worth individuals | 74 | $349,731,573 |
| Corporations or other businesses not listed above | 3 | $2,326,961 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ironbridge360.com
- Facebook @IRONBRIDGE360
- Instagram @IRONBRIDGE360
- LinkedIn @IRONBRIDGE-PRIVATE-WEALTH-LLC
- X @DENHOLM_JIM
- X @IRONBRIDGE_360
- YouTube @results

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $190,745,010 | 5 | September 23, 2021 |
| October 2022 | $232,343,548 | 6 | March 17, 2022 |
| October 2023 | $179,799,870 | 6 | March 1, 2023 |
| October 2024 | $239,469,239 | 6 | June 4, 2024 |
| October 2025 | $314,790,965 | 6 | February 20, 2025 |
| October 2026 | $379,680,244 | 6 | March 14, 2026 |

Regulatory assets under management: $190,745,010 in the October 2021 data and $379,680,244 in the October 2026 data, up 99%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $314,790,965 to $379,680,244 (+21%).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ironbridge Private Wealth, LLC (CRD 287714): Form ADV filing data as of October 2026.