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Bruin Wealth Advisors LLC

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Client assets under management

$31,315,446

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Clients

28

61% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

14

Very Low

Average account size

$1,118,409

About

Bruin Wealth Advisors provides portfolio management, financial planning, pension consulting and access to third‑party model strategies to individuals (including high‑net‑worth clients) and institutional entities such as corporations, trusts, foundations and pension plans. The firm reports roughly $37 million in assets under management across 28 clients and states it imposes no account minimums.

The firm documents client objectives in Investment Policy Statements and offers both discretionary and non‑discretionary management, with its most recent filing showing a slightly larger non‑discretionary asset balance (about $18.8M non‑discretionary vs. $18.3M discretionary). Bruin employs a mix of analytical methods (fundamental, quantitative, technical and modern portfolio theory), makes use of active strategies including options, margin and short sales, and accesses a Turnkey Asset Management Program through Signature Investment Advisors/Envestnet while monitoring assets held outside custodial accounts.

Notable differences from many peers include an affiliation with accounting activities by the firm’s principals, a relationship the brochure discloses as a potential conflict of interest when accounting services are offered outside the advisory business. The firm also reports material non‑discretionary AUM and uses a standing authorization process for fee withdrawals and third‑party manager referrals, which may be less common among similarly sized supported advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fee between $500 and $10,000

Percentage

$0 - $999,999: 1.50% $1,000,000 - $2,499,999: 1.30% $2,500,000 - $4,999,999: 1.20% $5,000,000 - $9,999,999: 1.10% $10,000,000+: 1.00%

Project-based

Hourly fees for financial planning services range from $100 to $800

Other

Fee-only: Negotiated fixed fees between $500 and $10,000 for financial planning; hourly fees between $100 and $800

Main office location

Bruin Wealth Advisors LLC

21800 Oxnard Street, Suite 420

Woodland Hills CA 91367, United States

Number of offices

1

Most active in

More info

California · Florida · New York

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

818-907-9700

Advisors at this firm

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Joshua G

Series 65, Series 66

Woodland Hills, CA

Bruin Wealth Advisors LLC

Joshua Goldberg is a financial advisor at Bruin Wealth Advisors LLC with one year of industry experience. He holds the Series 65 and Series 66 licenses and has been managing Goldberg & Company, a full-service tax accounting firm, since 2008. Outside of advisory work, he is involved as a managing member in several holding companies providing freelance labor services and participates as an investor and manager in multiple real estate investment partnerships. Bruin Wealth Advisors serves individuals, high-net-worth clients, and institutional entities by offering portfolio management, pension consulting, financial planning, and access to third-party advisory strategies. The firm employs a variety of investment methods and manages assets on both discretionary and non-discretionary bases, frequently incorporating third-party managers and private funds.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
user avatar

David M

Series 65

Woodland Hills, CA

Bruin Wealth Advisors LLC

David Matthew is a financial advisor at Bruin Wealth Advisors LLC with a Series 65 designation. He has experience working at firms including Goldberg & Company, SingerLewak, KPMG, and PwC. Outside of his advisory role, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering portfolio management, pension consulting, financial planning, and access to third-party advisory strategies. The firm uses a variety of investment methods and provides both discretionary and non-discretionary management, including referrals to third-party managers and private funds.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
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