Bruderman Private wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,514,722
Clients
33
Advisors
2
across 2 offices
About
Bruderman Private Wealth advises high‑net‑worth individuals and families, and also works with select institutional clients such as pension plans and foundations. The firm offers discretionary portfolio management, a range of managed account “Select” strategies, and comprehensive financial planning services (tax, estate, retirement, business planning and ad hoc consultations).
The firm emphasizes a holistic, customized wealth management process that aligns asset allocation with clients’ cash‑flow needs, tax and estate planning, and long‑term goals; clients commonly grant limited discretionary trading authority. Investment implementation includes concentrated equity and income strategies, ETFs and mutual funds, and—when appropriate—private placements, hedge funds, or private equity, and model strategies are traded via a third‑party overlay manager (Adhesion/AssetMark) while custody and execution are routed primarily through Charles Schwab.
Bruderman’s client roster is unusually small relative to its team size and regulatory AUM—about 33 client relationships and $78.5 million in regulatory AUM—suggesting a higher AUM‑per‑client, hands‑on orientation. Distinctive operational features include a recently launched momentum‑oriented Select Vector strategy (July 2025) that carries higher turnover and risk, and an ownership connection to Icon Trust (a potential referral and conflict‑of‑interest consideration) that the firm discloses.
Client services
Expertise
Occupation focus
Fee options
Additional service fees for account aggregation and reporting services may apply (specific amounts not stated)
$0 - $25,000,000: Up to 1.875% annually, negotiable $25,000,000+: Additional fee reductions may be granted
Financial planning consultative services charged at an hourly fee (specific rates not stated)
Main office
See office113 Birch Hill Road
Locust Valley NY 11560
Advisors at this office
1
Offices (2)
Most active in
Massachusetts · Nevada · New Jersey · New York
Also doing business as
Alv Investor Solutions, LLC · Bruderman Private Wealth · J.M. Bruderman & Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert B
Series 63
Las Vegas, NV
Bruderman Private wealth
Robert Bruderman is a financial advisor at Bruderman Private Wealth in Las Vegas, NV, with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Triad Advisors, Inc. and Canterbury Wealth Advisors, LLC. Outside of his advisory role, he serves as Managing Member of IconTrust, LLC, a Nevada-chartered trust company. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management and comprehensive financial planning services. The firm employs a customized wealth management approach that integrates asset allocation with tax, estate, and cash-flow planning, utilizing a range of investment strategies including concentrated equity, income, ETFs, and private placements.
James B
Series 63, Series 65, Series 66
Locust Valley, NY
Bruderman Private wealth
James Bruderman is a financial advisor at Bruderman Private Wealth with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Bruderman Brothers, LLC, Bruderman Asset Management, and Gary Goldberg & Co., LLC. He was previously involved in JMB Hospitality Group, an inactive non-investment business. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management, managed account strategies, and comprehensive financial planning services. The firm focuses on a customized wealth management process that integrates asset allocation with tax, estate, and retirement planning, employing a variety of investment strategies including concentrated equity, income, and alternative investments.
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