Bruderman Private Wealth
Bruderman Private Wealth is an SEC-registered wealth manager in Locust Valley, NY with $78.5M assets under management (AUM, regulatory AUM), -36% over one year. See who owns Bruderman Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323195, SEC 801-126644, data through 2026-02-28.
- AUM (assets under management / regulatory AUM)
- $78.5M (2026-02-28)
- Firm type
- Wealth Manager
- Location
- Locust Valley, NY
- Employees
- 5
- Clients
- 36
- CRD
- 323195
- Ownership
- BRUDERMAN, JAMES, MATTHEW; KLICK, ANDREW, SCOTT
How much AUM does Bruderman Private Wealth have?
Bruderman Private Wealth reported $78.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-28).
Who owns Bruderman Private Wealth?
Disclosed owners and executives of Bruderman Private Wealth include BRUDERMAN, JAMES, MATTHEW, KLICK, ANDREW, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.