DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Breiter Wealth Management, LLC
Latest filing Sep 3, 2026
First filing on the tape Jun 18, 2026 · 3 filings
SEC status 120-day approval since Jun 25, 2026
RAUM
$72.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$72.3M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$36.1M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$72.3M as of Aug 17, 2026
Jun 18, 2026$0 then
HNW client RAUM: $56.8M
State-registered IARs (5.B.3)2 as of Aug 17, 2026
Jun 18, 20261 then
Employees (5.A)3 as of Aug 17, 2026
Jun 18, 20261 then
Private funds: no history
Practice profile
derived from the filing of Sep 3, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $36.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 55derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.0MderivedHNW RAUM over HNW clients
- Average account
- $328,619derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$56.8M79%
- Individuals$15.5M21%
- Individual clients
- 54reported
- HNW clients
- 55reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 220reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joshua Eric Reesman | St. Louis, Mo | Jun 26, 2026 | 16 y | 3 |
| Cherish Ruby Grey | St. Louis, Mo | Aug 6, 2026 | 10 y | 2 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Cherish Ruby Grey from Foundations Investment Advisors LLCAug 6, 2026 · RIA to a newly registered adviser
- Joshua Eric Reesman from Foundations Investment Advisors LLCJun 26, 2026 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Heidi Reesman · Chief Operating Officercontrolsince 07/2026 · owns less than 5%
- Eric Joshua Reesman · Manager / Managing Principal Officer LLCcontrolsince 06/2026 · owns less than 5%
Entity owners
- Oryx Holdings, LLC · Sole Member Managed)direct · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · 0 to 0Aug 17, 2026 to Sep 3, 2026
- Related adviser · false to unsetAug 17, 2026 to Sep 3, 2026
- Related bank · false to unsetAug 17, 2026 to Sep 3, 2026
- Related broker-dealer · false to unsetAug 17, 2026 to Sep 3, 2026
- Related insurance company · false to unsetAug 17, 2026 to Sep 3, 2026
- Succession · false to unsetAug 17, 2026 to Sep 3, 2026
- Accounts · 0 to 220Jun 18, 2026 to Aug 17, 2026
- Advisory employees · 1 to 2Jun 18, 2026 to Aug 17, 2026
- HNW clients · unset to 55.0Jun 18, 2026 to Aug 17, 2026
- Individual clients · unset to 54.0Jun 18, 2026 to Aug 17, 2026
- Employees · 1 to 3Jun 18, 2026 to Aug 17, 2026
- HQ city · to ST. LOUISJun 18, 2026 to Aug 17, 2026
- HQ state · to MOJun 18, 2026 to Aug 17, 2026
- State-registered IARs · 1 to 2Jun 18, 2026 to Aug 17, 2026
- Discretionary RAUM · $0 to $72.3MJun 18, 2026 to Aug 17, 2026
- HNW RAUM · unset to 56783281.0Jun 18, 2026 to Aug 17, 2026
- Individual RAUM · unset to 15512870.0Jun 18, 2026 to Aug 17, 2026
- RAUM · $0 to $72.3MJun 18, 2026 to Aug 17, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 636-373-9300reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- breiterwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 636-373-9300reportedpublic record, Form ADV, Sep 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $36.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026