A complete list of active advisors currently associated with Breiter Wealth Management, LLC
Warmer can help you find a great advisor at Breiter Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Breiter Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St. Louis, MO
| 8
| |
St Louis, MO
| 1
| |
St. Louis, MO
| 16
|
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