BREITER WEALTH MANAGEMENT, LLC

CRD 342447File 801-136458

APPROVED-120

Retail clients

Filing as of Sep 3, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$72.3M

Bottom 25% of cohort (national)

Discretionary AUM

$72.3M

Clients

109

220 accounts

Employees

Bottom 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 25, 2026
Principal office: 2 CITYPLACE DRIVE, SUITE 200, ST. LOUIS, MO, 63141
Phone: 636-373-9300
Website: http://www.breiterwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $72.3M
Discretionary AUM: $72.3M
Non-discretionary AUM: $0
Discretionary accounts: 220
Non-discretionary accounts: 0
Total accounts: 220
AUM per client: $663K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	55	$56.8M
Individuals (other than high net worth individuals)	54	$15.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 23, 2026	Employees	1	3	increased by2
Aug 23, 2026	Clients	0	109	increased by109
Aug 23, 2026	AUM	$0	$72,296,151	increased by$72,296,151
Aug 23, 2026	Accounts	0	220	increased by220
Jul 1, 2026	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BREITER WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BREITER WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.