Gwen Henson
Ironbridge Private Wealth · San Antonio Tlayacapan, Mexico
Gwen Henson is a fee-only financial advisor at Ironbridge Private Wealth in San Antonio Tlayacapan, Mexico, 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.
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Facts
| Firm | Ironbridge Private Wealth |
|---|---|
| Based in | San Antonio Tlayacapan, Mexico |
| 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 4469262 |
| Exams passed | Series 66 (2003) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ironbridge360.com |
| Profile |
How Gwen's firm compares
- Ironbridge Private Wealth's average account is about $750,000, from its Form ADV (assets managed divided by 506 accounts).
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Questions about Gwen
Is Gwen Henson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gwen 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 Gwen charge for financial advice?
Gwen'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 Gwen Henson based?
Gwen Henson is based in San Antonio Tlayacapan, Mexico.
What credentials does Gwen Henson hold?
Gwen Henson holds the CFP credential.
Is Gwen Henson registered with the SEC?
Yes. Gwen Henson is registered as an investment adviser representative in TX (CRD 4469262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Ironbridge Private Wealth manage?
Ironbridge Private Wealth reports $379.7M across 506 accounts in assets under management.
How do I contact Gwen Henson?
Through Gwen'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.
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