Ironbridge Private Wealth, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Ironbridge Private Wealth, LLC
Overview
Ironbridge Private Wealth, LLC is a financial advisory firm based in Austin, Texas. The firm has $179.8 million in assets across 393 customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The firm has a small group, including 5 financial advisors. Ironbridge Private Wealth, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and equities.
Ironbridge Private Wealth, LLC manages most of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction judgments for the client's account without requiring the client's consent. The company also administers two non-discretionary accounts with a total of $657,200 in assets under management. The advisory firm administers an average of $457,506 in assets for every client account. The average advisor at Ironbridge Private Wealth, LLC manages around 79 client accounts.
The firm's main office is located at 6420 Bee Caves Road, Austin, Texas 78746. It is allowed to serve customers throughout a number of states, including Louisiana and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ironbridge Private Wealth, LLC by the Numbers
$179.8 million
6
393
$457.5 thousand
Products and Services
Services provided by Ironbridge Private Wealth, LLC include financial planning services and portfolio management for individuals and small businesses. In the prior fiscal year, the company provided 101-250 of its accounts with financial planning services. The company is not involved in selling products or offering services other than investment advice to its investment advisory customers.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Ironbridge Private Wealth, LLC likely are comprised of some blend of the following fee types: asset-based, hourly, fixed or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 26% of firms
Performance-based
-
Offered by 0% of firms
Subscription
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors, high net worth investors and corporations. Out of its 393 clients, Ironbridge Private Wealth, LLC's largest client by number of accounts is high net worth investors, but it also manages money for 80 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 58.39%
- Other Individuals - 36.5%
- Corporations - 5.11%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Ironbridge Private Wealth, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Ironbridge Private Wealth, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.