William Keenan
Ironbridge Private Wealth · Austin, Texas
William Keenan is a fee-only financial advisor at Ironbridge Private Wealth in Austin, Texas. 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 | 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 |
| SEC registration | Investment adviser representative in TX · CRD 2303531 |
| Exams passed | Series 63 (2002) · Series 66 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ironbridge360.com |
How William'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 William
Is William Keenan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William'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 William Keenan based?
William Keenan is based in Austin, Texas.
Is William Keenan registered with the SEC?
Yes. William Keenan is registered as an investment adviser representative in TX (CRD 2303531), 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 William Keenan?
Through William'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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