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The Josh & Heidi Reesman Family Trust

Sole Member Of Oryx Holdings, LlcBreiter Wealth Management, LLC

About The Josh & Heidi Reesman Family Trust

The Josh & Heidi Reesman Family Trust is listed as Sole Member Of Oryx Holdings, Llc at Breiter Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%. The Josh & Heidi Reesman Family Trust is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Breiter Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Josh & Heidi Reesman Family Trust work?

The Josh & Heidi Reesman Family Trust is listed as Sole Member Of Oryx Holdings, Llc at Breiter Wealth Management, LLC on SEC Form ADV.

How much of Breiter Wealth Management, LLC does The Josh & Heidi Reesman Family Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Breiter Wealth Management, LLC

TitleSole Member Of Oryx Holdings, Llc
OwnershipOver 75%
Control personYes
Since2026
View Breiter Wealth Management, LLC →

Breiter Wealth Management, LLC

TitleSole Member Of Oryx Holdings, Llc
OwnershipOver 75%
Control personYes
Since2026
View Breiter Wealth Management, LLC →