Ironbridge Private Wealth, Llc
- Regulatory AUM
- $380M
- Discretionary
- $380M
- Clients
- 166
- Avg AUM / client
- $2.3M
- Accounts
- 506
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $27.6M | 7.27% |
| High net worth individuals | 74 | $350M | 92.1% |
| Corporations and other businesses | 3 | $2.3M | 0.61% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Latham & Watkins 401(k) Savings And Profit Sharing Plan Latham & Watkins Llp | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Mcknight Denholm | Manager | Jun 2017 (9y) | 75% or more | |
| Gwen Marie Henson | Chief Compliance Officer | CFP | Aug 2017 (9y) | Less than 5% |
| William Keenan | Registered representative | Jul 2018 (8y) | ||
| Douglas Michael Zullo | Registered representative | CFP | Jan 2019 (8y) | |
| Melissa Hatfield Fleming | Registered representative | CFP | Jun 2022 (4y) | |
| Whitney Mynar Barker | Registered representative | Aug 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Latham & Watkins 401(k) Savings And Profit Sharing Plan | Latham & Watkins Llp | 4,864 | $3.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/14/2026 | 895 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $380M (100% of AUM) Mar 2026
- Raymond James $206M (86% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 14, 2026.
View current Form ADV (SEC/IAPD) ↗