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BRUIN WEALTH ADVISORS LLC
CRD 329169
21800 OXNARD STREET, SUITE 420, WOODLAND HILLS, CA, 91367, United States
Phone
818-907-9700
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$37.1M
Discretionary AUM
$18.3M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.6M |
| High net worth individuals | 17 | $29.7M |
| Pension/profit sharing plans | 18 | $2.8M |
| Corporations/business entities | 2 | $3.0M |
Official SEC filing: View on IAPD