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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-27-2024
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 49.2% is discretionary and 50.8% is non-discretionary.
The firm reports 2 advisory representatives and 48 clients, or 24 clients per representative. That equates to $772.2K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
JOSHUA Harris GOLDBERG
Chief Compliance Officer, Director, Managing Member
- CRD
- #5171866
- Ownership
- 50% but less than 75%
DAVID MICHAEL MATTHEW
Managing Member
- CRD
- #7889303
- Ownership
- 50% but less than 75%
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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
SMA allocation detail is available
Bruin Wealth Advisors LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.