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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst bridgeFusion insight +more
- Established Date
- 08-15-2017
- Office Locations
- 1
Office Locations
About Ironbridge Private Wealth, LLC
IronBridge Private Wealth is an Austin-based, 100% fiduciary RIA providing integrated wealth management—portfolio management and financial planning coordinated with real estate and business ownership. The firm emphasizes a cycle-aware, risk-managed, process-driven approach rather than static diversification. Led by founder/CEO Jim Denholm, CMT, IronBridge publishes regular market commentary through insights, blogs, and webinars; portfolios are implemented largely with ETFs and typically custodied at Schwab.
Team overview
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Owner & Executives
JAMES MCKNIGHT DENHOLM III
Founder, Manager
- CRD
- #4391568
- Ownership
- 75% or more
GWEN MARIE HENSON
Chief Compliance Officer, Consultant
- CRD
- #4469262
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Whitney Mynar Barker
Director
- CRD
- #7576434
MELISSA HATFIELD FLEMING
Wealth Advisor
- CRD
- #4434946
Pathway element
Oak ridge
- CRD
- #23252
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $379,623,192 | $751,729 |
| Non-Discretionary | $57,052 | $57,052 |
| Total | $379,680,244 | $750,356 |
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Separately Managed Accounts
Total SMA Asset: $379,680,244
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $788,446,377 | 16.3% |
| Cash | $1,368,897,697 | 28.3% |
| Public Funds | $551,428,754 | 11.4% |
| U.S. Government/Agency | $2,128,321,507 | 44.0% |
| Total | $4,837,094,335 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX LEGACY | TIMBER VALUE | ZA1KADSDD | KMBJ | 6.99% | $28,674,207 |
| RIDGE FUSION WAVE | EMBER MOMENTUM | 48BJQ5ZA1 | KWIS | 2.03% | $20,571,845 |
| BRIDGE GLACIER MERIDIAN | QUANTUM UNISON | E69VBYASM | MRQ | 7.08% | $43,451,341 |
| NORTH MATRIX | ATLAS CAPITAL | E6AGSAGTA | UPK | 10.79% | $25,983,502 |
| PEAK VERTEX | TIMBER OAK | T5PHPDFD6 | TXJGW | 6.91% | $6,507,404 |
| ELEMENT VITAL FOCUS | GLACIER VERTEX | 0KGUU8E97 | GTKT | 2.00% | $47,620,472 |
| PIONEER SUMMIT NORTH | MERIDIAN OPTIMA | 34701EPAP | LDLWE | 0.78% | $93,497,906 |
| SUMMIT NORTH HORIZON | PEAK VALUE | X0PYQ116D | OZOL | 1.34% | $7,092,366 |