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| Happy Holidays!! thanks for using AUM13F!! |
| The Breit Group LLC
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|---|---|
| CRD # | 335020 |
| SEC # | 801-132479 |
| CIK # | |
| AUM | $102.2 M (2025-07-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 704-502-6069 |
| Address | 96 W Salisbury St Wrightsville Beach, NC 28480 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 9.6 |
| (b) Individuals (high net worth individuals) | 11 | 17.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 75.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 102.2 |
| By Discretionary | ||
| Discretionary | 57 | 102.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 57 | 102.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.2 | |
| Total | 57 | 102.2 |
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VA | 0.1 |
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|
Ponta Wealth Partners LLC
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|
North Bay Wealth Management
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|
CA | 0.1 |
|
Logix Investments LLC
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|
OH | 0.1 |
|
Hayes Wealth Advisors LLC
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|
0.1 | |
|
Echelon Group Inc
✚
|
ID | 0.1 |