Ironbridge Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 14, 2026, reports $380M in regulatory assets under management, 6 employees, 1 office, and 506 accounts.
Assets Under Management
$380M
Employees
6
Offices
1 office
Total Clients
166
Primary office
AUSTIN, TX
6420 BEE CAVES ROAD, SUITE 201, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.6% of total clients.
Top client categories% of clientsClients
1
Individuals
53.6%
89
2
HNWI
44.6%
74
3
Corporations
1.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$380Mas of March 14, 2026
Discretionary100.0%
$380M
100% of total RAUM100.0%
Non-discretionary0.0%
$57K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$380M
Total Accounts506
10Y AUM Change+$380M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee28:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.