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David Michael Matthew

Bruin Wealth Advisors LLC

Woodland Hills, CA

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Current Employers
Bruin Wealth Advisors Llc

21800 Oxnard Street Suite 420, Woodland Hills, CA 91367 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-13
CA RA APPROVED 2025-10-16
NY RA APPROVED 2025-10-16
  • FL RA
    APPROVED
    Since 2026-02-13
  • CA RA
    APPROVED
    Since 2025-10-16
  • NY RA
    APPROVED
    Since 2025-10-16

Branch Locations

21800 Oxnard Street Suite 420, Woodland Hills, CA 91367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kpmg, Llp Los Angeles CA 07/2014 06/2017
Singerlewak, Llp Woodland Hills CA 06/2017 12/2018
Pwc Los Angeles CA 03/2014 07/2025
Bruin Wealth Advisors Llc Woodland Hills CA 01/2023 Present
Goldberg & Company Woodland Hills CA 12/2018 Present
Bruin Wealth Advisors Llc Woodland Hills CA 09/2025 Present
  • 07/2014 → 06/2017
    Kpmg, Llp
    Los Angeles, CA
  • 06/2017 → 12/2018
    Singerlewak, Llp
    Woodland Hills, CA
  • 03/2014 → 07/2025
    Pwc
    Los Angeles, CA
  • 01/2023 → Present
    Bruin Wealth Advisors Llc
    Woodland Hills, CA
  • 12/2018 → Present
    Goldberg & Company
    Woodland Hills, CA
  • 09/2025 → Present
    Bruin Wealth Advisors Llc
    Woodland Hills, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-19
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19

View on SEC IAPD

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LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
CHELSEA MANAGEMENT COMPANY

Other Investors

MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov
Carol Ann Casebolt
Homer Jonathan Reed Wilson
JAMES MATTHEW PATTON
LISA ESTELLE HARWOOD
JEFFREY ALAN HARWOOD

Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

More in Woodland Hills, CA

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