Breiter Wealth Management, LLC

EST. AUM
$72,296,151

CONTACTS

CLIENT ACCOUNTS
220

Firm Details

Metro area St. Louis
CRD Number 342447
Website breiterwealth.com
Client types

Overview

Breiter Wealth Management, LLC is an independent, SEC-registered investment adviser operating under a strict fiduciary standard of care. The firm provides personalized wealth management, financial planning, and discretionary portfolio management services to individuals, professionals, and multi-generational families. Committed to a transparent, fee-based advisory model, Breiter Wealth Management avoids proprietary investment products and commission-based recommendations, focusing instead on objective guidance tailored to each client's financial goals and risk tolerance. Its investment philosophy emphasizes globally diversified portfolios constructed with public equities, fixed-income securities, and low-cost exchange-traded funds designed to preserve capital and support long-term wealth growth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Breiter Wealth Management, LLC

Platform Details

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