THE Breit Group
SEC RegisteredCome Discover Alignment -- Where personalized financial planning meets purpose-driven living.
About the firm
The Breit Group is a financial and retirement planning firm rooted in Wrightsville Beach, serving Wilmington and beyond. They offer personalized financial planning for individuals, families, corporations, and executives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, business services, wealth management, estate planning, and retirement planning
Who they serve
Individuals, families, corporations, and executives
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 40 | $10M |
| High Net Worth Individuals | 18 | $29M |
| Charitable Organizations | 24 | $93M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Breit Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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