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- Custodian
- Altruist · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 57.7% is discretionary and 42.3% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $551.9K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 10, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
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- Services
- Technology
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The full Breakout Private Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Breakout Private Wealth LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.