BRUIN WEALTH ADVISORS LLC

Overview

Bruin Wealth Advisors LLC is an independent registered investment adviser that serves individual, family and institutional clients with a mix of financial planning, portfolio management and consultant services. The firm acts as a capital allocator and uses third‑party advisers when appropriate, indicating a willingness to blend in‑house management with external specialist managers. Fee arrangements include percentage of AUM alongside hourly and fixed fees, allowing for both ongoing advisory relationships and project‑based engagements. Investment activity centers on liquid equity exposures alongside selectively allocated alternatives. The firm is not an active ESG investor and is structured as a single‑state adviser. Service lines emphasize personalized planning and discretionary portfolio implementation where clients permit, as well as selection and oversight of outside managers for strategies that benefit from specialist expertise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices