Breiter Wealth Management, LLC
● SEC registered since 2026CRD 342447SEC# 801-136458St. Louis, MO
Reg. AUM
$72.3M
Employees
3
Accounts
220
Location
St. Louis, MO
Breiter Wealth Management, LLC assets under management
Breiter Wealth Management, LLC is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 2026. It reports $72.3 million in regulatory assets under management and employs 3 people.
Breiter Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heidi Reesman Control | Chief Operating Officer | Under 5% | 2026 |
| Josh Reesman & Heidi Reesman Family Trust Control | Sole Member Of Oryx Holdings, Llc | Over 75% | 2026 |
| Joshua Eric Reesman Control | Manager / Managing Principal | Under 5% | 2026 |
| Oryx Holdings, LLC Control | Sole Member (manager-Managed) | Over 75% | 2026 |
| Paul Werner Felsch | Chief Compliance Officer | Under 5% | 2026 |
| Josh Reesman & Heidi Reesman Family Trust Control | Sole Member Of Oryx Holdings, Llc | Over 75% | 2026 |
| Joshua Eric Reesman Control | Trustee / Grantor Of The Josh & Heidi Reesman Family Trust | Over 75% | 2026 |
Frequently asked questions
How much does Breiter Wealth Management, LLC manage?
Breiter Wealth Management, LLC reports $72.3 million in regulatory assets under management on its Form ADV.
How many employees does Breiter Wealth Management, LLC have?
Breiter Wealth Management, LLC reports 3 employees.
Where is Breiter Wealth Management, LLC located?
Breiter Wealth Management, LLC is based in St. Louis, MO and has been SEC-registered since 2026.
Does Breiter Wealth Management, LLC disclose fund performance?
Breiter Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Cityplace Drive, Suite 200, St. Louis, MO 63141 |
| Phone | 636-373-9300 |
| Office hours | 9:00 a.m. - 5:00 p.m. Central |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,340 advisers
EmployeesTop 77%
More than 23% of 16,820 advisers
Assets under management
$72.3Mregulatory AUM
Discretionary $72.3M