← Tributary

BRUDERMAN PRIVATE WEALTH

LOCUST VALLEY, NY · CRD 323195 · IAPD ↗ · brudermanprivatewealth.com · 516-974-7596

$78.5MRegulatory AUM
4Advisory reps
5Employees
1Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — BRUDERMAN PRIVATE WEALTH reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
July 2025 — BRUDERMAN PRIVATE WEALTH reported RAUM down 45% ($121.5M -> $66.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — BRUDERMAN PRIVATE WEALTH added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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