Joshua Eric Reesman
Investment adviser representative at Breiter Wealth Management, LLC
10 yearsExperience
3 statesRegistered in
$72.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Breiter Wealth Management, LLCJun 2026 to now
- Foundations Investment Advisors, LLCSep 2025 to Jun 2026
- American Retirement Academy (D.B.A.)Jan 2022 to Jun 2023
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsDec 2021 to Oct 2025
- The Chamberlin Group (D.B.A. for Advisory Business)Oct 2021 to Jun 2026
- State Street Global Advisors Funds Distributors, LLCDec 2018 to Nov 2021
- State Street Global Advisors Trust CompanyDec 2018 to Nov 2021
- Goldman Sachs & Co.Oct 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, MO, TX).
Breiter Wealth Management, LLC
$72.3MAssets managed
109Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5699254
- Firm CRD
- 342447