Breakwater Wealth Management
Breakwater Wealth Management (CRD# 322057) is a financial advisory firm headquartered in , . They manage $22,673,651 in 69 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Breakwater Wealth Management
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts69ACCOUNTS
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Average Account Value$328,604
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE
Financial Advisors at Breakwater Wealth Management
1
Nicholas Shevland (CRD# 6185984) is an Investment Advisor Representative working at Breakwater Wealth Management in Millville, DE and has over 10 years of experience in the finance industry.
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