David M. Matthew

BRUIN WEALTH ADVISORS LLC

Woodland Hills, CA 91367

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CRD#: 7889303

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.

David Michael Matthew is the Manager and 90% owner of 4250 Properties, Inc., a tax consulting company.

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

New York
(10/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/19/2025

Uniform Investment Adviser Law Examination

Current Firm

BRUIN WEALTH ADVISORS LLC

CRD#: 329169 / SEC#:

California

Registered Investment Advisory firm - (3/27/2024 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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
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.

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David M. Matthew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BRUIN WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2025

Current Firm

BRUIN WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRUIN WEALTH ADVISORS LLC

TRUST BUT VERIFY

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