The Breit Group
The Breit Group is an SEC-registered ria in Wrightsville Beach, NC with $131.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns The Breit Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335020, SEC 801-132479, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $131.6M (2026-03-25)
- Firm type
- Ria
- Location
- Wrightsville Beach, NC
- Employees
- 3
- Clients
- 82
- CRD
- 335020
- Ownership
- BREIT CORP; BREITFELLER, MICHAEL, THOMAS; Breitfeller, Lauren, Elizabeth
How much AUM does The Breit Group have?
The Breit Group reported $131.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns The Breit Group?
Disclosed owners and executives of The Breit Group include BREIT CORP, BREITFELLER, MICHAEL, THOMAS, Breitfeller, Lauren, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.