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| Ironbridge Private Wealth LLC
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| CRD # | 287714 |
| SEC # | 801-115022 |
| CIK # | 0001850996 |
| AUM | 379.7 M (2026-03-14) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-327-8901 |
| Address | 6420 Bee Caves Road Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/14/2026) [Brochure] |
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Item 5 Fees and Compensation
General Fee Information
Fees paid to IronBridge are exclusive of all custodial and transaction costs paid to the client's
custodian, brokers or other separate account managers. Please see Item 12 - Brokerage Practices for
additional information. Fees paid to IronBridge are also separate and distinct from the fees and
expenses charged by mutual funds, exchange traded funds ("ETFs") or other investment pools to their
shareholders (generally including a management fee and fund expenses, as described in each fund's
prospectus or offering materials). The client should review all fees charged by funds, brokers,
IronBridge and others to fully understand the total amount of fees paid by the client for investment and
financial-related services.
Portfolio Management Fees
The annual fee schedule for portfolio management, based on the amount of assets under the firm's
management, is as follows:
Assets Fee Rate
$50,000 – $2,000,000 1.25%
$2,000,0001 – $5,000,000 1.00%
$5,000,001 + 0.75%
We combine the account values of family members living in the same household to determine the
applicable advisory fee. For example, we may combine account values for you and your minor
children, joint accounts with your spouse, and other types of related accounts. Combining account
values may increase the asset total, which may result in your paying a reduced advisory fee based on
the available breakpoints in our fee schedule stated above. IronBridge may, at its discretion, make
exceptions to the foregoing or negotiate special fee arrangements where IronBridge deems it
appropriate under the circumstances In addition, IronBridge may, in its discretion, enter into
performance-based fee arrangements with certain high net worth clients as described below under |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/14/2026) [Brochure] |
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Item 7 Types of Clients IronBridge serves individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. |
| Sector | Form 13F Holdings | Value ($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
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|
381.0 M | |
|
Wealth Benefit Advisors LLC
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TX | 380.9 M |
|
Buttonwood Capital Management LLC
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AZ | 380.8 M |
|
Fortiter Wealth Management LLC
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|
TX | 379.9 M |
|
BURK Holdings LLC
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|
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 |