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IRONBRIDGE PRIVATE WEALTH, LLC

AUSTIN, TX · CRD 287714 · IAPD ↗ · 512-327-8901

$379.7MRegulatory AUM
6Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — IRONBRIDGE PRIVATE WEALTH, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
March 2025 — IRONBRIDGE PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2025 — IRONBRIDGE PRIVATE WEALTH, LLC reported RAUM up 31% ($239.5M -> $314.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — IRONBRIDGE PRIVATE WEALTH, LLC reported RAUM up 33% ($179.8M -> $239.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.