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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 23, 2025 and March 14, 2026, reported AUM increased 20.6%, from $314.8M to $379.7M.
Across 5 reported observations, AUM increased 63.4% between March 17, 2022 and March 14, 2026, from $232.3M to $379.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 166 clients, or 27.7 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
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The full Ironbridge Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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
SMA allocation detail is available
Ironbridge Private Wealth, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ironbridge Private Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.