A complete list of active advisors currently associated with Bruin Wealth Advisors LLC

Warmer can help you find a great advisor at Bruin Wealth Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bruin Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.