B
$37.1M Total AUM
$18.3M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-27-2024
- Office Locations
- 1
Office Locations
21800 Oxnard Street Suite 420 Woodland Hills CA
About Bruin Wealth Advisors LLC
Bruin Wealth Advisors LLC is a Woodland Hills-based RIA. The firm has been operating for 2 years. Managing $37.1M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$18.5M AVG AUM / ADVISOR
$772.2K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
JOSHUA Harris GOLDBERG
Chief Compliance Officer, Director, Managing Member
- CRD
- #5171866
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DAVID MICHAEL MATTHEW
Managing Member
- CRD
- #7889303
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,255,676 | -- |
| Non-Discretionary | $18,812,052 | -- |
| Total | $37,067,728 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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