Bruin Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,315,446
Clients
28
Advisors
2
of 2 employees
About
Bruin Wealth Advisors provides portfolio management, financial planning, pension consulting and access to third‑party model strategies to individuals (including high‑net‑worth clients) and institutional entities such as corporations, trusts, foundations and pension plans. The firm reports roughly $37 million in assets under management across 28 clients and states it imposes no account minimums.
The firm documents client objectives in Investment Policy Statements and offers both discretionary and non‑discretionary management, with its most recent filing showing a slightly larger non‑discretionary asset balance (about $18.8M non‑discretionary vs. $18.3M discretionary). Bruin employs a mix of analytical methods (fundamental, quantitative, technical and modern portfolio theory), makes use of active strategies including options, margin and short sales, and accesses a Turnkey Asset Management Program through Signature Investment Advisors/Envestnet while monitoring assets held outside custodial accounts.
Notable differences from many peers include an affiliation with accounting activities by the firm’s principals, a relationship the brochure discloses as a potential conflict of interest when accounting services are offered outside the advisory business. The firm also reports material non‑discretionary AUM and uses a standing authorization process for fee withdrawals and third‑party manager referrals, which may be less common among similarly sized supported advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee between $500 and $10,000
$0 - $999,999: 1.50% $1,000,000 - $2,499,999: 1.30% $2,500,000 - $4,999,999: 1.20% $5,000,000 - $9,999,999: 1.10% $10,000,000+: 1.00%
Hourly fees for financial planning services range from $100 to $800
Fee-only: Negotiated fixed fees between $500 and $10,000 for financial planning; hourly fees between $100 and $800
Main office
21800 Oxnard Street, Suite 420
Woodland Hills CA 91367
Advisors at this office
2
Most active in
California · Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joshua G
Series 65, Series 66
Woodland Hills, CA
Bruin Wealth Advisors LLC
Joshua Goldberg is a financial advisor at Bruin Wealth Advisors LLC with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Bruin Wealth Advisors since 2023 and is also involved in Goldberg & Company, a full-service tax accounting firm. Outside of advisory work, Goldberg is a managing member of two companies providing freelance labor services and holds management or investment roles in several real estate partnerships. Bruin Wealth Advisors offers portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as institutional entities. The firm employs a variety of analytical methods and active investment strategies, providing both discretionary and non-discretionary management with approximately $37 million in assets under management.
David M
Series 65
Woodland Hills, CA
Bruin Wealth Advisors LLC
David Matthew is a financial advisor at Bruin Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has work history including roles at Goldberg & Company, SingerLewak, LLP, KPMG, LLP, and PwC. Outside of advisory activities, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals and institutional clients with portfolio management, financial planning, and pension consulting, using a range of analytical methods and active strategies. The firm manages approximately $37 million in assets and offers both discretionary and non-discretionary management without account minimums.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)