$35.8M Total AUM
$16.3M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-2022
- Office Locations
- 1
Office Locations
-- Millville DE
About Breakwater Wealth Management
Breakwater Wealth Management is a Delaware-based fiduciary RIA led by founder Nick Shevland, CFA, CFP, providing customized financial planning, asset-allocation–driven investment management, and ongoing plan reviews. Portfolios are commonly implemented with ETFs, and the firm supports custody through Charles Schwab.
Team overview
-- AVG AGE
$35.8M AVG AUM / ADVISOR
$651.1K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Oak Wave value
Client Personas
Prime bridge
Custodian
Foundation Bridge Bridge glacier
Investment Themes
Value Meridian meridian
Investment Vehicles
Harbor north Glacier quantum
Services
Signal vertex Element Optima unison Pioneer capital Element pathway Signal Catalyst atlas Value
Owner & Executives
NICHOLAS EDWARD SHEVLAND
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6185984
- Ownership
- 75% or more
(670) 266-2024
prime.delta@summitcapital.com
in linkedin.com/in/element-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,268,788 | -- |
| Non-Discretionary | $19,541,343 | -- |
| Total | $35,810,131 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,810,131
Equity - Exchange:
12.7% Municipal Bonds:
22.7% U.S. Government/Agency:
22.8% Cash:
22.7% Corporate - Investment Grade:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $828,823,216 | 12.7% |
| Municipal Bonds | $1,481,439,922 | 22.7% |
| U.S. Government/Agency | $1,487,966,089 | 22.8% |
| Cash | $1,481,439,922 | 22.7% |
| Corporate - Investment Grade | $1,246,497,907 | 19.1% |
| Total | $6,526,167,056 | 100.0% |