Breakwater Wealth Management
Investment Management • 
Jacksonville, Florida, United States • 1-10 Employees
Company overview
| Headquarters | Jacksonville, Florida, United States |
| Phone number | +19045080132 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Investments, Stocks, Investing, Wealth Management, Bonds, Portfolio Management, Financial Planning, Mutual Funds, Investment Management, ETF |
| Employees | 1-10 |
| Socials |
Key Contact at Breakwater Wealth Management
Ryan Rech
Managing Director | Financial Advisor
Breakwater Wealth Management Email Formats
Breakwater Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@breakwaterwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@breakwaterwm.com | 100% |
About Breakwater Wealth Management
As an Independent Wealth Management firm, we strive to help families plan and manage the aspects of their financial lives. Our objective is to mitigate or eliminate the financial challenges that can distract families from enjoying what matters most to them. By following a goal-oriented approach supported by objective advice and guidance, our goal is to provide our client’s peace-of-mind to enjoy the live’s they have worked hard to accomplish. Put simply, Your Success is Our Priority.
Breakwater Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Breakwater Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Breakwater Wealth Management has never raised funding before.
Breakwater Wealth Management Tech Stack
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Frequently asked questions
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