Joshua Goldberg
Bruin Wealth Advisors · Woodland Hills, California
Joshua Goldberg is a fee-only financial advisor at Bruin Wealth Advisors in Woodland Hills, California. Bruin Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bruin Wealth Advisors |
|---|---|
| Based in | Woodland Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.1M across 78 accounts |
| SEC registration | Investment adviser representative in CA, FL, NY · CRD 5171866 |
| Exams passed | Series 65 (2023) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Joshua's firm compares
- Bruin Wealth Advisors's average account is about $475,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Joshua
Is Joshua Goldberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Bruin Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Bruin Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Goldberg based?
Joshua Goldberg is based in Woodland Hills, California.
Is Joshua Goldberg registered with the SEC?
Yes. Joshua Goldberg is registered as an investment adviser representative in CA, FL and NY (CRD 5171866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bruin Wealth Advisors manage?
Bruin Wealth Advisors reports $37.1M across 78 accounts in assets under management.
How do I contact Joshua Goldberg?
Contact details aren't on file yet. Search for Bruin Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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