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- Custodian
- Folio Investments ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2010
- Office Locations
- 1
Office Locations
About Breakwater Asset Management, LLC
Breakwater Asset Management is an independent fiduciary RIA providing personalized portfolio management for individuals and families across IRA, taxable brokerage, and trust accounts. The firm emphasizes capital preservation and proactive risk management, adjusting equity exposure by market environment and using diversification and security rotation. Portfolios favor no/low-fee stocks and ETFs; custody includes Goldman Sachs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 31 clients, or 31 clients per representative. That equates to $404.7K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on February 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Breakwater Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON A. CANZANO
FOUNDER, Managing Member, President
- CRD
- #4689085
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,545,629 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,545,629 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Breakwater Asset Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.