{
  "crd_number": 342447,
  "slug": "breiter-wealth-management-llc-st-louis-mo-342447",
  "primary_business_name": "BREITER WEALTH MANAGEMENT, LLC",
  "legal_name": "BREITER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-06-25",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-03",
  "carried_forward": false,
  "raum_total": 72296151.0,
  "raum_discretionary": 72296151.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 15512870.0,
      "count": 54
    },
    "high_net_worth_individuals": {
      "raum": 56783281.0,
      "count": 55
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MO",
    "TX"
  ],
  "websites": [
    "https://breiterwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342447",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/breiter-wealth-management-llc-st-louis-mo-342447",
  "display_name": "Breiter Wealth Management, LLC",
  "summary": "Breiter Wealth Management, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.",
  "citation": "AdvisorCensus. Breiter Wealth Management, LLC (CRD 342447): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Breiter Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Breiter Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Breiter Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $300 an hour (financial planning and consulting); Flat fee: $2,000 to $10,000 (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Breiter Wealth Management, LLC located?",
      "a": "Breiter Wealth Management, LLC's principal office is in St. Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Breiter Wealth Management, LLC registered with the SEC or a state?",
      "a": "Breiter Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342447."
    },
    {
      "q": "How much does Breiter Wealth Management, LLC manage?",
      "a": "Breiter Wealth Management, LLC reports $72,296,151 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Breiter Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (54)."
    },
    {
      "q": "Does Breiter Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342447"
    },
    {
      "q": "What changed in Breiter Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $0 to $72,296,151. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $0 to $72,296,151.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning and consulting)",
      "Flat fee: $2,000 to $10,000 (financial planning and consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning and consulting)"
        ],
        "quotes": [
          "Hourly planning and consulting fees are billed at an hourly rate of $300; for flat fee arrangements, fees range from $2,000 to $10,000 per engagement depending on the Client’s particular needs and requirements."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $10,000 (financial planning and consulting)"
        ],
        "quotes": [
          "Hourly planning and consulting fees are billed at an hourly rate of $300; for flat fee arrangements, fees range from $2,000 to $10,000 per engagement depending on the Client’s particular needs and requirements."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting"
        }
      ]
    },
    "quotes": [
      "Hourly planning and consulting fees are billed at an hourly rate of $300; for flat fee arrangements, fees range from $2,000 to $10,000 per engagement depending on the Client’s particular needs and requirements.",
      "Hourly planning and consulting fees are billed at an hourly rate of $300; for flat fee arrangements, fees range from $2,000 to $10,000 per engagement depending on the Client’s particular needs and requirements."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/breiter-wealth-management-llc-st-louis-mo-342447.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 54,
      "fewer_than_5": false,
      "raum": 15512870.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 56783281.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342447",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}