Ironbridge Private Wealth, LLC

Ironbridge Private Wealth, LLC (CRD# 287714) is a financial advisory firm headquartered in Austin, TX. They manage $239,469,239 in 428 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $559,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Ironbridge Private Wealth, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James M. Denholm
CRD#: 4391568
6420 Bee Caves Road, Suite 201, Austin, TX 78746

James Denholm (CRD# 4391568) is an Investment Advisor Representative working at Ironbridge Private Wealth, LLC in Austin, TX and has over 22 years of experience in the finance industry.

2
Gwen M. Henson
CRD#: 4469262
6420 Bee Caves Road, Suite 201, Austin, TX 78746

Gwen Henson (CRD# 4469262) is an Investment Advisor Representative working at Ironbridge Private Wealth, LLC in Austin, TX and has over 20 years of experience in the finance industry.

3
William Keenan
CRD#: 2303531
6420 Bee Caves Road, Suite 201, Austin, TX 78746

William Keenan (CRD# 2303531) is an Investment Advisor Representative working at Ironbridge Private Wealth, LLC in Austin, TX and has over 22 years of experience in the finance industry.

4
Douglas M. Zullo
CRD#: 4537237
6420 Bee Caves Road, Suite 201, Austin, TX 78746

Douglas Zullo (CRD# 4537237) is an Investment Advisor Representative working at Ironbridge Private Wealth, LLC in Austin, TX and has over 21 years of experience in the finance industry.

5
Whitney M. Barker
CRD#: 7576434
6420 Bee Caves Road, Suite 201, Austin, TX 78746

Whitney Barker (CRD# 7576434) is an Investment Advisor Representative working at Ironbridge Private Wealth, LLC in Austin, TX and has 1 year of experience in the finance industry.

6
Melissa H. Fleming
CRD#: 4434946
6420 Bee Caves Road, Suite 201, Austin, TX 78746

Melissa Fleming (CRD# 4434946) is an Investment Advisor Representative working at Ironbridge Private Wealth, LLC in Austin, TX and has over 22 years of experience in the finance industry.

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