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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-27-2009
- Office Locations
- 1
Office Locations
About Breakwater Investment Management
Breakwater Investment Management is a Seattle-based RIA providing ongoing financial and investment planning, including tax and estate planning, retirement and insurance guidance, and business-succession support for entrepreneurs and other individuals. Portfolios emphasize asset allocation and risk management, implemented largely through ETFs (the majority of SMA assets) and mutual funds, with custody through Charles Schwab.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BETHANY ANNE STEINHAUS
Chief Compliance Officer, Financial Advisor, Managing Member, Owner
- CRD
- #5311241
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kevin M DeAngelis
Associate Advisor
- CRD
- #6513156
JOSEPH FRANCIS TURLEY
Advisor
- CRD
- #1265535
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,726,806 | $529,243 |
| Non-Discretionary | $0 | -- |
| Total | $302,726,806 | $529,243 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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