AUMdb

Bryce, Llc

State-registered Investment Adviser CRD 289870 · Washington Crossing, PA · www.brycewealth.com
☆ Save with Pro ADV data as of Apr 09, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
1

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Mark Steven Kruman Registered representative Sep 2017 (9y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/09/2026 1.1 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees
  • Other fees
  • REFERAL FEES & CO-ADVISOR

Services

  • Financial planning services
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 09, 2026.

View current Form ADV (SEC/IAPD) ↗