BRUCE WOOD CAPITAL, LLC

BRUCE WOOD CAPITAL, LLC of MEQUON, WI is an SEC-registered investment adviser (CRD 331360). Regulatory assets under management: $14.7M.

Registration

• CRD: 331360
• Type: Registered investment adviser
• Location: 11518 N PORT WASHINGTON ROAD, MEQUON, WI, 53092
• Phone: 414-666-8102
• Latest filing: 2026-07-08
• Regulatory AUM: $14.7M
• Discretionary AUM: $14.7M
• Clients: 2
• Accounts: 21

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Pensions, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331360 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search