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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

IRONBRIDGE PRIVATE WEALTH, LLC

CRD 287714

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:197b477f-db86-5b5e-d582-356acffbb188

Data as of Mar 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Apr 14, 2017 to Mar 14, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $380MItem 5.F on the latest filing (2026-03-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $380M
Private client RAUM: $377MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $63.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 506
Individual clients: 89
High net worth clients: 74
SEC number: 801-115022
CRD: 287714
Filings on the tape: 24
First filed: Apr 14, 2017
Latest filed: Mar 14, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GWEN MARIE HENSON	Certified Financial Planner	San Antonio Tlayacapan \| AUSTIN, TX	9	23	5	no
JAMES MCKNIGHT DENHOLM	n/a	AUSTIN, TX	8	25	2	no
WILLIAM KEENAN	n/a	AUSTIN, TX	8	24	3	no
DOUGLAS MICHAEL ZULLO	Certified Financial Planner	AUSTIN, TX	7	24	2	no
MELISSA HATFIELD FLEMING	Certified Financial Planner	AUSTIN, TX	4	24	1	no
Whitney Mynar Barker	n/a	AUSTIN, TX	4	17	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DENHOLM, JAMES, MCKNIGHT	Manager	E	yes	06/2017	Jun 19, 2017	Jun 4, 2024
HENSON, GWEN, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Sep 22, 2021	Jun 4, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 14, 2026	$380M	$380M	6	6	1	n/a	n/a
2024	Feb 20, 2025	$315M	$315M	6	4	1	n/a	n/a
2023	Mar 7, 2024	$239M	$239M	6	5	0	n/a	n/a
2022	Mar 1, 2023	$180M	$179M	6	5	0	n/a	n/a
2021	Mar 17, 2022	$232M	$232M	6	5	0	n/a	n/a
2020	Mar 11, 2021	$191M	$190M	5	5	0	n/a	n/a
2019	Mar 24, 2020	$135M	$134M	5	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$380M	$315M	20.6%	$180M	28.3%	6	6	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Jun 22, 2017	Nov 2, 2017	AUSTIN, TX	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (7)

← Whitney Mynar BarkerAdvisorregistration: current employment
Aug 1, 2022 to presentfactForm ADV
← MELISSA HATFIELD FLEMINGAdvisorregistration: current employment
Jun 23, 2022 to presentfactForm ADV
← DOUGLAS MICHAEL ZULLOAdvisorregistration: current employment
Jan 23, 2019 to presentfactForm ADV
← WILLIAM KEENANAdvisorregistration: current employment
Jul 11, 2018 to presentfactForm ADV
← JAMES MCKNIGHT DENHOLMAdvisorregistration: current employment
Nov 2, 2017 to presentfactForm ADV
← GWEN MARIE HENSONAdvisorregistration: current employment
Aug 30, 2017 to presentfactForm ADV
← Chad Michael KarnesAdvisorregistration: previous registration
Apr 18, 2019 to Jul 27, 2022factForm ADV

Controls (2)

← DENHOLM, JAMES, MCKNIGHTOwnerMANAGER, ownership code E, individual
Jun 19, 2017 to Jun 4, 2024factForm ADV
← HENSON, GWEN, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 22, 2021 to Jun 4, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Jun 22, 2017 to Nov 2, 2017factForm ADV

Dated events

Occurred
Jul 27, 2022
Advisor changed firm
Chad Michael Karnes left Ironbridge Private Wealth, Llc for Shadowridge Asset Management, Llc (registered 2025-06-11)
Form ADVobserved 6 days ago
Occurred
Sep 22, 2021
Control person joined
Marie Gwen Henson (Chief Compliance Officer) appeared on Schedule A of Ironbridge Private Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Apr 14, 2017
First Form ADV filing
Ironbridge Private Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:197b477f-db86-5b5e-d582-356acffbb188
First observed: Apr 14, 2017
Last observed: Mar 14, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IRONBRIDGE PRIVATE WEALTH, LLC

CRD 287714

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:197b477f-db86-5b5e-d582-356acffbb188

Data as of Mar 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GWEN MARIE HENSON

Certified Financial Planner

San Antonio Tlayacapan | AUSTIN, TX

JAMES MCKNIGHT DENHOLM

n/a

AUSTIN, TX

WILLIAM KEENAN

n/a

AUSTIN, TX

DOUGLAS MICHAEL ZULLO

Certified Financial Planner

AUSTIN, TX

MELISSA HATFIELD FLEMING

Certified Financial Planner

AUSTIN, TX

Whitney Mynar Barker

n/a

AUSTIN, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DENHOLM, JAMES, MCKNIGHT

Manager

yes

06/2017

Jun 19, 2017

Jun 4, 2024

HENSON, GWEN, MARIE

CHIEF COMPLIANCE OFFICER

yes

03/2021

Sep 22, 2021

Jun 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 14, 2026

$380M

n/a

2024

Feb 20, 2025

$315M

n/a

2023

Mar 7, 2024

$239M

n/a

2022

Mar 1, 2023

$180M

$179M

n/a

2021

Mar 17, 2022

$232M

n/a

2020

Mar 11, 2021

$191M

$190M

n/a

2019

Mar 24, 2020

$135M

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$380M

$315M

20.6%

$180M

28.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Jun 22, 2017

Nov 2, 2017

AUSTIN, TX

Team lift out

Wirehouse to new firm

0.0%