# Breiter Wealth Management, LLC

> 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.

- CRD: 342447
- Filed as: BREITER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342447
- AdvisorCensus page: https://advisorcensus.com/firm/breiter-wealth-management-llc-st-louis-mo-342447

## Quick answers

**How is Breiter Wealth Management, LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Breiter Wealth Management, LLC located?**
Breiter Wealth Management, LLC's principal office is in St. Louis, MO, according to its Form ADV.

**Is Breiter Wealth Management, LLC registered with the SEC or a state?**
Breiter Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342447.

**How much does Breiter Wealth Management, LLC manage?**
Breiter Wealth Management, LLC reports $72,296,151 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does Breiter Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (54).

**Does Breiter Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Breiter Wealth Management, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $72,296,151
- Discretionary: $72,296,151
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $15,512,870 |
| High net worth individuals | 55 | $56,783,281 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- breiterwealth.com

## Changes in the filing (last 12 months)

### September 2026
- 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).

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Breiter Wealth Management, LLC (CRD 342447): Form ADV filing data as of October 2026.