Gwen
Henson

Ironbridge Private Wealth, LLC

CRD#4469262
Investment Advisor
in Austin, TX

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About this Advisor

Gwen Henson is a financial advisor based in Austin, Texas, working with Ironbridge Private Wealth, LLC. Gwen has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Ironbridge Private Wealth, LLC. Gwen has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Gwen is part of Ironbridge Private Wealth, LLC, which operates out of Austin, Texas. The firm has 6 employees and manages assets totaling $239.5 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Ironbridge Private Wealth, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

6420 Bee Caves Road Suite 201
Austin, TX 78746

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Ironbridge Private Wealth, LLC Brokerage Details

Total Assets Under Management

$239,469,239

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

428

TX Average: 2,315
Average Account Size

$559,508

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Gwen Henson Work History

2017 - Present (8 years)

Ironbridge Private Wealth, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

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Disclosures

Please visit the SEC profile of Gwen Henson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ironbridge Private Wealth, LLC

Melissa Fleming
Austin, TX
Gwen Henson
Austin, TX
James Denholm
Austin, TX
Whitney Barker
Austin, TX
Douglas Zullo
Austin, TX
William Keenan
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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