Data / Investment advisers / Missouri / Breiter Wealth Management, LLC
Breiter Wealth Management, LLC, St. Louis, MO: $113 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Breiter Wealth Management, LLC is an SEC registered investment adviser with its main office in St. Louis, Missouri and reports $113 million in regulatory assets under management in its Form ADV filed October 22, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Breiter Wealth Management, LLC (CRD number 342447): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 342447
- SEC file number
- 801-136458
- SEC status
- Approved, effective June 25, 2026
- Main office
- 2 Cityplace Drive Suite 200, St. Louis, MO 63141
- Phone
- (636) 373-9300
- Website
- breiterwealth.com
- Regulatory AUM
- $112,981,067 in the Form ADV filed October 22, 2026
- Discretionary AUM
- $84,910,000
- Non discretionary AUM
- $28,071,067
- Accounts
- 221
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 54 | $84.9 million |
| High net worth individuals | 55 | $28.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $113 million | October 22, 2026 |
| September 1, 2026 | $72.3 million | August 17, 2026 |
| July 1, 2026 | Not listed | June 18, 2026 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Modern Dollar Planning, LLC | St. Louis | $159.1 million | Not listed | adviserinfo.sec.gov |
| Essex Ridge Capital Group, LLC | St. Louis | $146.3 million | Not listed | adviserinfo.sec.gov |
| Severin Investments LLC | St. Louis | $141.9 million | Not listed | adviserinfo.sec.gov |
| Fortify Wealth, Inc. | St. Louis | $115 million | Not listed | adviserinfo.sec.gov |
| Sparrow Capital Management Inc | St. Louis | $113.3 million | 1 | adviserinfo.sec.gov |
| Compass Wealth | St. Louis | $111.9 million | Not listed | adviserinfo.sec.gov |
| Iselect Fund Management, LLC | St. Louis | Not listed | 6 | adviserinfo.sec.gov |
| Rivervest Venture Partners | St. Louis | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Breiter Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.