RIA Intel›Advisers›Florida›FRESH BREAD INVESTMENTS, LLC

FRESH BREAD INVESTMENTS, LLC

Advisory

WESTON, FL

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in FL

#1,728

of 2,610 advisers by AUM

Average account

$715K

across 55 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$36M

Non-Discretionary AUM$3M

Discretionary %92.5%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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