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- Custodian
- Charles Schwab & Company ยท Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2025
- Office Locations
- 1
Office Locations
About THE Breit Group
The Breit Group is an advisory firm based in Wrightsville Beach serving Wilmington and beyond. It provides financial and retirement planning, wealth management, and estate planning, with business services for owners and corporate executives. Investment work emphasizes portfolio construction and asset allocation using ETFs, mutual funds, and fixed income, including ESG/SRI where appropriate. Custody includes Charles Schwab.
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Owner & Executives
Lauren Elizabeth Breitfeller
Chief Compliance Officer, President
- CRD
- #7534209
- Ownership
- Less than 5%
MICHAEL THOMAS BREITFELLER
INVESTMENT ADVISOR
- CRD
- #5716860
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,689,000 | $867,312 |
| Non-Discretionary | $11,936,000 | $1,492,000 |
| Total | $131,625,000 | $901,541 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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