Breiter Wealth Management, LLC: applying for SEC registration, $72M AUM, St. Louis, MO
Breiter Wealth Management, LLC (St. Louis, Missouri): applying for SEC registration, $72M AUM, St. Louis, MO. Its amount of 72 is below the median of 134 (7th percentile). Dated 133 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 72 · 7th percentile of 1,149 NewRiaPulse records · 0.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 14 related MO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Breiter Wealth Management, LLC |
| Legal name | Breiter Wealth Management, LLC |
| CRD | 342447 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-06-25 |
| Latest Form ADV filing | 2026-09-03 |
| Location | St. Louis, MO, United States |
| Regulatory AUM | $72,296,151 |
| Accounts | 220 |
| Employees | 3 |
| Website | http://www.breiterwealth.com |
| amount percentile | 7th of 1,149 (median 134, 0.5x median) |
| Peer records CSV (15 MO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-25
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Breiter Wealth Management, LLC and 15 Missouri peers
- Missouri NewRiaPulse records like this one: 15
- Breiter Wealth Management, LLC's amount: 7th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Missouri peer: $3,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Breiter Wealth Management, LLC in St. Louis, Missouri?
Breiter Wealth Management, LLC applied for SEC registration as an investment adviser (2026-06-25) with $72,296,151 in regulatory assets under management, based in St. Louis, MO.
How does Breiter Wealth Management, LLC compare to other Missouri NewRiaPulse records?
Its amount of 72 is below the median (7th percentile); smaller records often move faster and face less competition. It is 133 days old; check the official source for later updates before acting.
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.