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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2008
- Office Locations
- 1
Office Locations
About Bryn Mawr Wealth Management LLC
Bryn Mawr Wealth Management is an independent RIA focused on income-investing portfolios designed to supplement Social Security and create steady cash flow for retirees, self-employed professionals, and families planning for long-term care. The firm emphasizes tax-efficient distributions using tax-free bonds and managed return-of-principal to help defer taxes, and custodies through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $882.7K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
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Owner & Executives
ROBERT BRIAN FERTMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2740483
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,591,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,591,934 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bryn Mawr Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.