The Josh & Heidi Reesman Family Trust
Sole Member Of Oryx Holdings, LlcBreiter Wealth Management, LLC
About The Josh & Heidi Reesman Family Trust
The Josh & Heidi Reesman Family Trust is listed as Sole Member Of Oryx Holdings, Llc at Breiter Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%. The Josh & Heidi Reesman Family Trust is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Breiter Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Josh & Heidi Reesman Family Trust work?
The Josh & Heidi Reesman Family Trust is listed as Sole Member Of Oryx Holdings, Llc at Breiter Wealth Management, LLC on SEC Form ADV.
How much of Breiter Wealth Management, LLC does The Josh & Heidi Reesman Family Trust own?
Form ADV reports a beneficial ownership band of Over 75%.
Breiter Wealth Management, LLC
| Title | Sole Member Of Oryx Holdings, Llc |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |
Breiter Wealth Management, LLC
| Title | Sole Member Of Oryx Holdings, Llc |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |