BRUIN WEALTH ADVISORS LLC

BRUIN WEALTH ADVISORS LLC of WOODLAND HILLS, CA is an SEC-registered investment adviser (CRD 329169). Regulatory assets under management: $37.1M.

Registration

• CRD: 329169
• Type: Registered investment adviser
• Location: 21800 OXNARD STREET, WOODLAND HILLS, CA, 91367
• Phone: 818-907-9700
• Latest filing: 2026-02-27
• Regulatory AUM: $37.1M
• Discretionary AUM: $18.3M
• Non-discretionary AUM: $18.8M
• Clients: 2
• Accounts: 78

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329169 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search