Douglas Zullo
Ironbridge Private Wealth · Austin, Texas
Douglas Zullo is a fee-only financial advisor at Ironbridge Private Wealth in Austin, Texas, who holds the CFP credential. Ironbridge Private Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Douglas →
Facts
| Firm | Ironbridge Private Wealth |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $379.7M across 506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4537237 |
| Exams passed | Series 63 (2002) · Series 65 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ironbridge360.com |
How Douglas's firm compares
- Ironbridge Private Wealth's average account is about $750,000, from its Form ADV (assets managed divided by 506 accounts).
Request an introduction to Douglas
Tell Douglas a little about what you're looking for. Douglas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Douglas
Is Douglas Zullo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Ironbridge Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Ironbridge Private Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Douglas Zullo based?
Douglas Zullo is based in Austin, Texas.
What credentials does Douglas Zullo hold?
Douglas Zullo holds the CFP credential.
Is Douglas Zullo registered with the SEC?
Yes. Douglas Zullo is registered as an investment adviser representative in TX (CRD 4537237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironbridge Private Wealth manage?
Ironbridge Private Wealth reports $379.7M across 506 accounts in assets under management.
How do I contact Douglas Zullo?
Through Douglas's website, www.ironbridge360.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.