IRONBRIDGE PRIVATE WEALTH, LLC
CRD #287714 SEC #801-115022 AUSTIN, TX 512-327-8901
SEC Registered
Total AUM
$314.8M
Discretionary
$314.7M
Employees
6
Clients
101
Accounts
476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $314.8M | $314.7M | $69.4K | 6 | 0 |
| Feb 2025 | $314.8M | $314.7M | $69.4K | 6 | 0 |
| Jan 2025 | $239.5M | $238.7M | $771.6K | 6 | 0 |
| Jun 2024 | $239.5M | $238.7M | $771.6K | 6 | 0 |
| Mar 2024 | $239.5M | $238.7M | $771.6K | 6 | 0 |
| Mar 2023 | $179.8M | $179.1M | $657.2K | 6 | 0 |
| Mar 2022 | $232.3M | $231.7M | $665.9K | 6 | 0 |
| Oct 2021 | $190.7M | $190.1M | $607.8K | 5 | 0 |
| Sep 2021 | $190.7M | $190.1M | $607.8K | 5 | 0 |
| Sep 2021 | $190.7M | $190.1M | $607.8K | 5 | 0 |
| Sep 2021 | $190.7M | $190.1M | $607.8K | 5 | 0 |
| Mar 2021 | $190.7M | $190.1M | $607.8K | 5 | 0 |
| Jun 2020 | $135.3M | $133.7M | $1.6M | 5 | 4 |
| Jun 2020 | $135.3M | $133.7M | $1.6M | 5 | 4 |
| May 2020 | $135.3M | $133.7M | $1.6M | 5 | 4 |
| Mar 2020 | $135.3M | $133.7M | $1.6M | 5 | 4 |
| May 2019 | $102.7M | $102.7M | $0 | 5 | 6 |
| Mar 2019 | $102.7M | $102.7M | $0 | 5 | 6 |
| Oct 2017 | $60M | $50M | $10M | 3 | 0 |
| Oct 2017 | $60M | $50M | $10M | 3 | 0 |
| Aug 2017 | $36M | $32M | $4M | 3 | 0 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$314.8M
Discretionary$314.7M
Non-Disc.$69.4K
Employees6
Clients0
DateFeb 2025
Total AUM$314.8M
Discretionary$314.7M
Non-Disc.$69.4K
Employees6
Clients0
DateJan 2025
Total AUM$239.5M
Discretionary$238.7M
Non-Disc.$771.6K
Employees6
Clients0
DateJun 2024
Total AUM$239.5M
Discretionary$238.7M
Non-Disc.$771.6K
Employees6
Clients0
DateMar 2024
Total AUM$239.5M
Discretionary$238.7M
Non-Disc.$771.6K
Employees6
Clients0
DateMar 2023
Total AUM$179.8M
Discretionary$179.1M
Non-Disc.$657.2K
Employees6
Clients0
DateMar 2022
Total AUM$232.3M
Discretionary$231.7M
Non-Disc.$665.9K
Employees6
Clients0
DateOct 2021
Total AUM$190.7M
Discretionary$190.1M
Non-Disc.$607.8K
Employees5
Clients0
DateSep 2021
Total AUM$190.7M
Discretionary$190.1M
Non-Disc.$607.8K
Employees5
Clients0
DateSep 2021
Total AUM$190.7M
Discretionary$190.1M
Non-Disc.$607.8K
Employees5
Clients0
DateSep 2021
Total AUM$190.7M
Discretionary$190.1M
Non-Disc.$607.8K
Employees5
Clients0
DateMar 2021
Total AUM$190.7M
Discretionary$190.1M
Non-Disc.$607.8K
Employees5
Clients0
DateJun 2020
Total AUM$135.3M
Discretionary$133.7M
Non-Disc.$1.6M
Employees5
Clients4
DateJun 2020
Total AUM$135.3M
Discretionary$133.7M
Non-Disc.$1.6M
Employees5
Clients4
DateMay 2020
Total AUM$135.3M
Discretionary$133.7M
Non-Disc.$1.6M
Employees5
Clients4
DateMar 2020
Total AUM$135.3M
Discretionary$133.7M
Non-Disc.$1.6M
Employees5
Clients4
DateMay 2019
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients6
DateMar 2019
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients6
DateOct 2017
Total AUM$60M
Discretionary$50M
Non-Disc.$10M
Employees3
Clients0
DateOct 2017
Total AUM$60M
Discretionary$50M
Non-Disc.$10M
Employees3
Clients0
DateAug 2017
Total AUM$36M
Discretionary$32M
Non-Disc.$4M
Employees3
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0