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BRUCKE FINANCIAL, INC.

· CRD 291307 · IAPD ↗ · bruckefinancial.us · (317) 658-4548

$262.4MRegulatory AUM
4Advisory reps
6Employees
27Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BRUCKE FINANCIAL, INC. reported RAUM up 31% ($201.0M -> $262.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — BRUCKE FINANCIAL, INC. reported RAUM up 28% ($157.6M -> $201.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — BRUCKE FINANCIAL, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.