Breakwater Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 322057
- Website
- www.breakwaterwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.41%
- Individuals17.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Breakwater Wealth Management is an independent RIA organized as an LLC and state-registered in Delaware. The firm is owner-managed and focuses on serving individual and family clients through fee-based advice charged as a percentage of assets under management. Core services are financial planning and portfolio management for individuals and small businesses. Breakwater reports no emphasis on ESG investing, does not act as a capital allocator to proprietary strategies, and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Nicholas Shevland
Founder and Managing MemberCRD 6185984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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