Fee-only adviser · Woodland Hills, CA
Bruin Wealth Advisors LLC
Bruin Wealth Advisors LLC is a fee-only investment adviser registered with the securities regulators of California, Florida, New York, with its main office in Woodland Hills, California. On its latest Form ADV, filed February 27, 2026, it reports $37M in regulatory assets under management, 28 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, New York |
|---|---|
| Firm CRD number | 329169 |
| Office | 21800 Oxnard Street Suite 420 Woodland Hills, CA 91367 |
| Phone | (818) 907-9700 |
| Website | Not listed |
| Regulatory assets under management | $37M ($18M discretionary) |
| Individual clients | 11 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Woodland Hills
- Hesen & Haslam $284M
- Oder Investment Management, LLC $367M
- Paragon Financial Partners $330M
- Ventura Advisors $81M
- Accumulation Strategies $30M
- Mullaney Financial & Tax, Inc. Not reported
See all 11 fee-only advisers in Woodland Hills →
Nearby
- Canoga Park 1 firm
- West Hills 1 firm
- Calabasas 6 firms
- Northridge 1 firm
- Van Nuys 1 firm
- Encino 9 firms
- Sherman Oaks 7 firms
- Agoura Hills 2 firms
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