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| Keyboard |
| The Breit Group LLC
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|---|---|
| CRD # | 335020 |
| SEC # | 801-132479 |
| CIK # | |
| AUM | 131.6 M (2026-03-25) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 704-502-6069 |
| Address | 96 W Salisbury St Wrightsville Beach, NC 28480 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 10.2 |
| (b) Individuals (high net worth individuals) | 18 | 28.7 |
| (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 | 24 | 92.7 |
| (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 | 146 | 131.6 |
| By Discretionary | ||
| Discretionary | 138 | 119.7 |
| Non-Discretionary | 8 | 11.9 |
| Total | 146 | 131.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.6 | |
| Total | 146 | 131.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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AWR Investment Management LLC
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CA | 131.6 M |
|
Imprint Wealth LLC
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|
1st Discount Brokerage Inc
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|
Uplevel Wealth LLC
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