Brucker Wealth

Overview

Brucker Wealth is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting and overseeing outside advisers and managers when appropriate. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements, which supports both ongoing portfolio relationships and project-based planning work. The firm is not an active ESG investor and currently operates within a single-state scope rather than as a multi-state adviser. Services emphasize customized planning and manager selection rather than off-the-shelf institutional solutions, consistent with a small, hands-on advisory model.

Assets & Accounts

Location & Offices