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BRUIN WEALTH ADVISORS LLC

Advisory

WOODLAND HILLS, CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in CA
#3,762
of 5,480 advisers by AUM
Average account
$475K
across 78 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$37M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$37M
Discretionary AUM$18M
Non-Discretionary AUM$19M
Discretionary %49.2%
Total Clients48
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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