Brucker Wealth
RIASEC Registered
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$146K
Accounts
47
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335781
- Website
- bruckerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals71.15%
- HNWI28.85%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Brucker Wealth is an independent, LLC-structured registered investment adviser serving individual and family clients. The firm bills using a mix of asset-based fees, hourly charges and fixed fees and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. The firm identifies itself as a capital allocator and does not position itself as an ESG specialist or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents16%
- Public Funds/Mutual Funds7%
Owners & executives
1 of 1
Kurt Brucker
Founder, Owner & CEOCRD 6731420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations