# BRUDERMAN PRIVATE WEALTH

BRUDERMAN PRIVATE WEALTH of LOCUST VALLEY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 323195
- Type: SEC-registered investment adviser
- SEC file number: 801-126644
- Location: 113 BIRCH HILL ROAD, LOCUST VALLEY, NY, 11560
- Phone: 516-974-7596
- Latest filing: 2026-02-28
- Regulatory AUM: $78.5M
- Discretionary AUM: $78.5M
- Clients: 5
- Accounts: 33

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| James Matthew Bruderman | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| KLICK ANDREW SCOTT | CHIEF COMPLIANCE OFFICER | — |
| BRUDERMAN JAMES MATTHEW | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323195/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323195/similar
- Related entities: https://search.stillhousedata.com/firm/323195/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323195

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.