LOCUST VALLEY, NYCRD 323195Latest ADV February 28, 2026
Bruderman Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Locust Valley, NY. Its latest Form ADV filing, dated February 28, 2026, reports $79M in regulatory assets under management, 5 employees, 2 offices, and 33 accounts.
Assets Under Management
$79M
Employees
5
Offices
2 offices
Total Clients
36
Primary office
LOCUST VALLEY, NY
113 BIRCH HILL ROAD, LOCUST VALLEY, NY, United States
Top client segmentHNWI represent 61.1% of total clients.
Top client categories% of clientsClients
1
HNWI
61.1%
22
2
Individuals
30.6%
11
3
Pension Plans
5.6%
2
4
Charitable
2.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$79Mas of February 28, 2026
Discretionary100.0%
$79M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$79M
Total Accounts33
10Y AUM Change+$79M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee7:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.