B
CRD: 335781
Brucker Wealth
Atlanta, GA
7705975159
$6.9M Total AUM
$6.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-21-2025
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Brucker Wealth
Brucker Wealth is a Atlanta-based RIA. The firm has been operating for 1 years. Managing $6.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.9M AVG AUM / ADVISOR
$527.9K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Peak optima Alpha Zenith foundation Signal pioneer Radial
Investment Themes
Legacy North
Investment Vehicles
Vertex Vital atlas
Services
Matrix Frontier quantum Momentum pathway Capital glacier Foundation insight
Owner & Executives
Kurt Daniel Brucker
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner, WEALTH ADVISOR
- CRD
- #6731420
- Ownership
- 75% or more
(776) 453-2441
pathway.focus@matrixcapital.com
in linkedin.com/in/capital-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,863,225 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,863,225 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,863,225
Equity - Exchange:
24.4% Cash:
41.4% Public Funds:
34.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $503,850,843 | 24.4% |
| Cash | $854,894,463 | 41.4% |
| Public Funds | $706,217,166 | 34.2% |
| Total | $2,064,962,472 | 100.0% |