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Manager / Managing Principal · Breiter Wealth Management, LLC

Joshua E. Reesman

CRD 5699254 · Named on Form ADV at one SEC-registered adviser

At a glance

Breiter Wealth Management, LLC, an SEC-registered wealth manager based in St. Louis, MO with $72 million in regulatory assets, lists Joshua E. Reesman on its Form ADV as Manager / Managing Principal, a control person.

Firms and roles

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Paul W. FelschChief Compliance Officer, Breiter Wealth Management, LLC
  • Heidi ReesmanChief Operating Officer, Breiter Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.