Breiter Wealth Management, LLC

Overview

Breiter Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also acts as an insurance broker. Its client-fee mix includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Breiter Wealth Management is registered with the SEC (registered in 2026). The adviser does not identify as an active ESG investor and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices