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DM

David M. Matthew

BRUIN WEALTH ADVISORS
Woodland Hills, CA 91367
Some features on this profile are disabled
CRD#: 7889303
DM

Professional summary

David Michael Matthew is a registered financial advisor currently at BRUIN WEALTH ADVISORS LLC located in Woodland Hills, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Matthew's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 16, 2025 - Present

BRUIN WEALTH ADVISORS LLC

Office #1: 21800 Oxnard Street Suite 420, Woodland Hills, CA 91367
RIA
CRD#: 329169
Woodland Hills, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/16/2025)
IAR
Florida
(2/13/2026)
IAR
New York
(10/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/19/2025
Uniform Investment Adviser Law Examination

Current Firm

BW
BRUIN WEALTH ADVISORS LLC
BRUIN WEALTH ADVISORS LLC

CRD#: 329169 / SEC#:

California
Registered Investment Advisory firm - (3/27/2024 Approved)
Florida
Registered Investment Advisory firm - (2/13/2026 Approved)
New York
Registered Investment Advisory firm - (5/6/2024 Approved)
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Contact information

Main Address
21800 Oxnard Street Suite 420, Woodland Hills, CA 91367
Mailing Address
Phone number
(818) 907-9700
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts75
AUM (Assets Under Management)$ 32,488,583

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRUIN WEALTH ADVISORS LLC

CRD#: 329169Woodland Hills, CA 91367

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