Breiter Wealth Management, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 342447
- Registered since
- June 25, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.54%
- Individuals21.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Breiter Wealth Management, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services and also operates as an insurance broker. Its reported fee arrangements include asset-based fees, hourly fees, and fixed fees. The firm is identified as a domestic entity owned by an individual and is not positioned as a capital allocator or pension consultant. The data lists the firm as SEC-registered in 2026 and indicates it is not an active ESG investor and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities29%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
2 of 2
Paul Felsch
CEO & FounderCRD 5811362
Joshua Reesman
Founder & Chief Executive OfficerCRD 5699254
Contacts
2 of 2
Cherish Grey
Client Service AdvisorCRD 8124163
Heidi Reesman
CRD 8322204
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 2 Cityplace Dr
- Time zone
- CT (UTC-6)
- Office locations
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