Whitney
Barker
Ironbridge Private Wealth, LLC
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About this Advisor
Whitney Barker is a financial advisor operating out of Austin, Texas who has 1 year of relevant experience. Barker is currently employed by Ironbridge Private Wealth, LLC. Over the course of their career, Barker has held roles at Wells Fargo Bank, Na, Texas Partners Bank - The Bank Of Austin and Ironbridge Private Wealth, LLC. Barker maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Texas. Ironbridge Private Wealth, LLC is a registered investment business based out of Austin, TX. It manages $180 million in assets under management among its 393 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 393 customer accounts, 58% are held by high-net-worth clients who have at least $1 million in assets. Ironbridge Private Wealth, LLC performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Ironbridge Private Wealth, LLC likely are comprised of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ironbridge Private Wealth, LLC Brokerage Details
$179,799,870
6
393
$457,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Whitney Barker Work History
Whitney has been registered as a financial advisor for 1 years.*
Ironbridge Private Wealth, LLC
Texas Partners Bank - The Bank Of Austin
Wells Fargo Bank, Na
Wells Fargo Bank, Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Whitney Barker 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
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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