CRD: 307339
Breakout Private Wealth LLC
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- Custodian
- Altruist · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
About Breakout Private Wealth LLC
Breakout Private Wealth is a fiduciary RIA offering financial planning plus custom separately managed portfolios built from individual equities to minimize fund fees and maximize customization. Portfolios use research-driven factor and smart beta techniques, optimize around clients’ existing public or private holdings, and dynamically rebalance risk as plans evolve, with tax-aware implementation including tax-loss harvesting. In-house tax and estate planning support, no minimums, and transparent wrap/pricing with no commissions or soft dollars.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Philip Telpner
Advisor
- CRD
- #4200379
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,690,700 | -- |
| Non-Discretionary | $4,900,000 | -- |
| Total | $11,590,700 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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