CRD: 323195
Bruderman Private Wealth
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2022
- Office Locations
- 3
Office Locations
About Bruderman Private Wealth
Bruderman Private Wealth is an independent, fee-only advisory firm providing portfolio management alongside estate and financial planning. The team emphasizes a generational perspective, with comprehensive reporting and analysis for ongoing oversight. Portfolios are primarily implemented with ETFs, and the firm supports clients through Charles Schwab & Co.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MATTHEW BRUDERMAN
President
- CRD
- #2210472
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOSEPH M BRUDERMAN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5151819
ROBERT WILLIAM BRUDERMAN
Financial Advisor
- CRD
- #843492
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,514,722 | $2,379,234 |
| Non-Discretionary | $0 | -- |
| Total | $78,514,722 | $2,379,234 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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