|
⚲
|
| Keyboard |
| Ironbridge Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 287714 |
| SEC # | 801-115022 |
| CIK # | 0001850996 |
| AUM | 379.7 M (2026-03-14) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 512-327-8901 |
| Address | 6420 Bee Caves Road Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 94.0 | ||
| SPDR Gold Trust | 12.3 | ||
| Palantir Technologies Inc | 7.6 | ||
| EZCORP Inc | 6.1 | ||
| Coreweave Inc | 5.6 | ||
| Honeywell International Inc | 5.4 | ||
| Freeport McMoran Copper & Gold Inc | 5.1 | ||
| iShares Silver Trust | 4.9 | ||
| Caterpillar Inc | 3.2 | ||
| Alphabet Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 27.6 |
| (b) Individuals (high net worth individuals) | 74 | 349.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 379.7 |
| By Discretionary | ||
| Discretionary | 505 | 379.6 |
| Non-Discretionary | 1 | 0.1 |
| Total | 506 | 379.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.7 | |
| Total | 506 | 379.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001850996] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RF&L Wealth Management LLC
✚
|
MA | 381.1 M |
|
Rubey & Rust Capital Management LLC
✚
|
381.0 M | |
|
Wealth Benefit Advisors LLC
✚
|
TX | 380.9 M |
|
Buttonwood Capital Management LLC
✚
|
AZ | 380.8 M |
|
Fortiter Wealth Management LLC
✚
|
TX | 379.9 M |
|
BURK Holdings LLC
✚
|
OK | 379.9 M |
|
Optima Capital LLC
✚
|
OR | 379.8 M |
|
626 Financial LLC
✚
|
MI | 379.6 M |
|
Bruce & Co Inc
✚
|
IL | 379.5 M |
|
Freedom Financial Partners LLC
✚
|
MN | 377.9 M |