IronBridge Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$377,353,283
Clients
163
Advisors
6
of 6 employees
About
IronBridge Private Wealth serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations, managing roughly $380 million across about 160 client relationships with a team of six advisors. The firm provides discretionary and non‑discretionary portfolio management, standalone or integrated financial planning, and project‑based consulting using separately managed accounts, mutual funds, ETFs, equities and fixed income.
IronBridge develops a Financial Profile and a customized Investment Plan for each client, tailoring asset allocation, manager selection and trading to individual goals and risk tolerance and conducting periodic reviews. The adviser may engage external separate‑account managers when appropriate and uses block/aggregated trading and its custodian relationships to implement client portfolios.
Notably, IronBridge offers performance‑based fee arrangements to eligible clients, including fee options that tie adviser compensation to portfolio profits, and discloses the potential conflicts and monitoring practices associated with those arrangements. The firm also discloses that a principal is a licensed insurance agent who may recommend commission‑based insurance products, a secondary business activity that can create additional conflicts of interest alongside its relatively concentrated, HNW‑focused client base.
Client services
Expertise
Fee options
$1,000 to $20,000 for stand-alone financial planning and consulting services
$50,000 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 to $500 per hour for financial planning and consulting services
Performance fee generally up to 10% of profits with minimum return hurdles; available to high net worth clients meeting eligibility requirements (minimum $1,100,000 under management or $2,200,000 net worth)
Account minimum: $50,000
Main office
6420 Bee Caves Road, Suite 201
Austin TX 78746
Advisors at this office
6
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James D
Series 66
Austin, TX
IronBridge Private Wealth, LLC
James Denholm is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Denholm has been with IronBridge Private Wealth since 2017. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, utilizing a range of vehicles including separately managed accounts, mutual funds, ETFs, equities, fixed income, and alternatives, with options for performance-based fee arrangements.
Gwen H
CFP®, Series 66
Austin, TX
IronBridge Private Wealth, LLC
Gwen Henson is a Certified Financial Planner (CFP®) with 22 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. IronBridge Private Wealth provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s plan and offers negotiable performance-based fee arrangements for eligible clients.
Melissa F
CFP®, Series 63, Series 66
Austin, TX
IronBridge Private Wealth, LLC
Melissa Fleming is a CFP® with 23 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2022 and previously held roles at Allstate Financial Services and Conway Insurance Agency. Fleming is based in Austin, TX, and holds Series 63 and Series 66 licenses. IronBridge Private Wealth provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s plan and offers negotiable performance-based fee arrangements for eligible clients.
Douglas Z
CFP®, Series 63, Series 65
Austin, TX
IronBridge Private Wealth, LLC
Douglas Zullo is a CFP® with 23 years of industry experience, currently serving at IronBridge Private Wealth, LLC since 2019. His prior roles include positions at Axa Advisors, LLC and Voya Financial Advisors. He is also involved in insurance sales through Zullo Insurance Strategies, LLC. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, institutions, and charitable organizations. The firm customizes investment strategies based on detailed financial profiles and provides negotiable performance-based fee arrangements for eligible clients.
Whitney B
Series 65
Austin, TX
IronBridge Private Wealth, LLC
Whitney Barker is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining IronBridge in 2022, Barker worked at Texas Partners Bank and Wells Fargo Bank, NA. IronBridge Private Wealth provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, offering negotiable performance-based fee arrangements for eligible clients.
William K
Series 63, Series 66
Austin, TX
IronBridge Private Wealth, LLC
William Keenan is a financial advisor with IronBridge Private Wealth, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He co-owns a rental property in Horseshoe Bay, TX, with his spouse. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, utilizing a range of vehicles including separately managed accounts, mutual funds, ETFs, equities, fixed income, and alternatives, and is notable for its negotiable performance-based fee arrangements.
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