DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
I••••••••• P•••••• W•••••• L••
Latest filing Mar 14, 2026
First filing on the tape Apr 14, 2017 · 24 filings
SEC status approved since Apr 18, 2019
RAUM
$380M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$377M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$63.3M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$380M as of Mar 14, 2026
Mar 24, 2020$135M then
HNW client RAUM$350M as of Mar 14, 2026
Mar 24, 2020$116M then
State-registered IARs (5.B.3)6 as of Mar 14, 2026
Mar 24, 20205 then
Employees (5.A)6 as of Mar 14, 2026
Mar 24, 20205 then
Private funds: no history
RAUM +21% over the last fiscal year+28% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Mar 14, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $63.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 27derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.7MderivedHNW RAUM over HNW clients
- Average account
- $750,356derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.8%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$350M92%
- Individuals$27.6M7.3%
- Corporations and businesses$2.3M0.6%
- Individual clients
- 89reported
- HNW clients
- 74reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 506reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G••• M•••• H•••••Certified Financial Planner | San Antonio Tlayacapan | Aug 30, 2017 | 23 y | 5 |
| J•••• M••••••• D•••••• | Austin, Tx | Nov 2, 2017 | 25 y | 2 |
| W•••••• K••••• | Austin, Tx | Jul 11, 2018 | 24 y | 3 |
| D•••••• M•••••• Z••••Certified Financial Planner | Austin, Tx | Jan 23, 2019 | 24 y | 2 |
| M•••••• H••••••• F••••••Certified Financial Planner | Austin, Tx | Jun 23, 2022 | 24 y | 1 |
| W•••••• M•••• B••••• | Austin, Tx | Aug 1, 2022 | 17 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- C••• M•••••• K••••• to S••••••••• A•••• M••••••••• L••Jul 27, 2022 · RIA to RIA
Joined, latest
- M•••••• H••••••• F•••••• from W•••• F•••• A•••••••Jun 23, 2022 · Wirehouse to independent RIA
- D•••••• M•••••• Z•••• from E•••••••• A•••••••• L••Jan 23, 2019 · Other
- W•••••• K••••• from W•••• F•••• A•••••••Jul 11, 2018 · Other
- J•••• M••••••• D•••••• from W•••• F•••• A•••••••Nov 2, 2017 · Other
- G••• M•••• H••••• from W•••• F•••• A•••••••Aug 30, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from W•••• F•••• A•••••••Jun 22, 2017 · Austin, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••••• J••••• M••••••• · Managercontrolsince 06/2017 · owns 75% or more
- H•••••• G•••• M•••• · Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Austin, Tx · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 476 to 506Oct 23, 2025 to Mar 14, 2026
- Advisory employees · 4 to 6Oct 23, 2025 to Mar 14, 2026
- HNW clients · 80 to 74Oct 23, 2025 to Mar 14, 2026
- Individual clients · 74 to 89Oct 23, 2025 to Mar 14, 2026
- Discretionary RAUM · $315M to $380MOct 23, 2025 to Mar 14, 2026
- HNW RAUM · $293M to $350MOct 23, 2025 to Mar 14, 2026
- Individual RAUM · $20.6M to $27.6MOct 23, 2025 to Mar 14, 2026
- Non-discretionary RAUM · $69,390 to $57,052Oct 23, 2025 to Mar 14, 2026
- RAUM · $315M to $380MOct 23, 2025 to Mar 14, 2026
- Accounts · 428 to 476Jan 10, 2025 to Feb 20, 2025
- Advisory employees · 5 to 4Jan 10, 2025 to Feb 20, 2025
- Advisory activities · 2 to 3Jan 10, 2025 to Feb 20, 2025
- Corporate clients · 7 to 3Jan 10, 2025 to Feb 20, 2025
- HNW clients · 81 to 80Jan 10, 2025 to Feb 20, 2025
- Individual clients · 58 to 74Jan 10, 2025 to Feb 20, 2025
- Financial planning clients · 101-250 to 101-250Jan 10, 2025 to Feb 20, 2025
- Other offices · 0 to 1Jan 10, 2025 to Feb 20, 2025
- Discretionary RAUM · $239M to $315MJan 10, 2025 to Feb 20, 2025
- HNW RAUM · $195M to $293MJan 10, 2025 to Feb 20, 2025
- Individual RAUM · $16.8M to $20.6MJan 10, 2025 to Feb 20, 2025
- Non-discretionary RAUM · $771,622 to $69,390Jan 10, 2025 to Feb 20, 2025
- RAUM · $239M to $315MJan 10, 2025 to Feb 20, 2025
- Accounts · 393 to 428Mar 1, 2023 to Mar 7, 2024
- HNW clients · 80 to 81Mar 1, 2023 to Mar 7, 2024
- Individual clients · 50 to 58Mar 1, 2023 to Mar 7, 2024
- Discretionary RAUM · $179M to $239MMar 1, 2023 to Mar 7, 2024
- HNW RAUM · $157M to $195MMar 1, 2023 to Mar 7, 2024
- Individual RAUM · $15.3M to $16.8MMar 1, 2023 to Mar 7, 2024
- Non-discretionary RAUM · $657,200 to $771,622Mar 1, 2023 to Mar 7, 2024
- RAUM · $180M to $239MMar 1, 2023 to Mar 7, 2024
- Accounts · 358 to 393Mar 17, 2022 to Mar 1, 2023
- HNW clients · 77 to 80Mar 17, 2022 to Mar 1, 2023
- Individual clients · 48 to 50Mar 17, 2022 to Mar 1, 2023
- Financial planning clients · 51-100 to 101-250Mar 17, 2022 to Mar 1, 2023
- State-registered IARs · 5 to 6Mar 17, 2022 to Mar 1, 2023
- Discretionary RAUM · $232M to $179MMar 17, 2022 to Mar 1, 2023
- HNW RAUM · $208M to $157MMar 17, 2022 to Mar 1, 2023
- Individual RAUM · $13.5M to $15.3MMar 17, 2022 to Mar 1, 2023
- Non-discretionary RAUM · $665,901 to $657,200Mar 17, 2022 to Mar 1, 2023
- RAUM · $232M to $180MMar 17, 2022 to Mar 1, 2023
Signals
3 dated events
- C••• M•••••• K••••• left I••••••••• P•••••• W•••••• L•• for S••••••••• A•••• M••••••••• L•• (registered 2025-06-11)Jul 27, 2022 · Advisor changed firm · fact
- Marie Gwen Henson (Chief Compliance Officer) appeared on Schedule A of I••••••••• P•••••• W•••••• L••Sep 22, 2021 · Control person joined · fact
- I••••••••• P•••••• W•••••• L•• filed its initial SEC registration (Form ADV)Apr 14, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@ironbridge360.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 512-327-8900reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/I•••••••••-P••••••-WEALTH-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- I•••••••••360.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-327-8901reportedpublic record, Form ADV, Mar 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $63.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026