Breiter Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Breiter Wealth Management provides comprehensive financial planning and both discretionary and non-discretionary investment management to individuals, high‑net‑worth clients, corporations, and 401(k) plans. The firm manages roughly $72 million in client assets and treats written financial planning as a separate engagement from ongoing portfolio management.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses diversified, ETF‑focused model portfolios constructed and managed in‑house, with asset‑allocation software, periodic rebalancing, and use of fundamental (and occasional technical) analysis. Financial planning integrates cashflow, tax, retirement, estate, risk management and digital‑asset advice, and the firm arranges custody through qualified custodians for any recommended digital assets.
Compared with many peers, Breiter discloses that its advisors may also be licensed to sell insurance and may receive commissions for insurance sales, and it has formal arrangements to cover certain basic tax‑preparation services (with Hathorn Advisory Group) and estate‑document services (via EstateGuru) for clients—each of which the firm identifies as a potential conflict of interest. The brochure also highlights operational and key‑person concentration risks typical of a small advisory team and notes the firm manages its own model portfolios rather than relying on a third‑party turnkey platform.
Client services
Expertise
Fee options
Financial planning flat fees range from $2,000 to $10,000 per engagement.
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.85% $2,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000 - $19,999,999: 0.50% $20,000,000+: 0.40%
$300 per hour for financial planning and consulting services.
Minimum fee: No minimum fee charged; no minimum account size required to establish a relationship.
Main office
2 Cityplace Drive, Suite 200
St Louis MO 63141
Advisors at this office
3
Most active in
Florida · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Trevor C
Series 66
St. Louis, MO
Breiter Wealth Management, LLC
Trevor Czerniejewski is a financial advisor at Breiter Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including LPL Enterprise, Brookstone Capital Management, and Edward Jones. Breiter Wealth Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm uses a Modern Portfolio Theory-based approach with diversified, ETF-focused model portfolios constructed and managed in-house.
Joshua R
Series 63, Series 65
St. Louis, MO
Breiter Wealth Management, LLC
Joshua Reesman is a financial advisor at Breiter Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, State Street Global Advisors, and Foundations Investment Advisors. In addition to his advisory role, he provides tax, insurance, and non-legal estate planning administrative services through The Chamberlin Group. Breiter Wealth Management serves individuals, high-net-worth clients, corporations, and 401(k) plans, offering comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a Modern Portfolio Theory-based approach with diversified, ETF-focused model portfolios managed in-house and integrates various financial planning services including digital asset advice.
Cherish G
Series 65
St Louis, MO
Breiter Wealth Management, LLC
Cherish Grey is a financial advisor with Breiter Wealth Management, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to joining Breiter Wealth Management, she worked with Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of advisory roles, she provides non-legal estate planning administrative services and insurance solutions through The Chamberlin Group. Breiter Wealth Management offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach using diversified, ETF-focused model portfolios managed in-house.
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