Investment adviser · CRD 340675
BREAKAWAY INDEPENDENT ADVISORS, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Sep 3, 2026
- Regulatory AUM
- $3.3M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 5 | $3,296,154 | 100.0% |
Filing source
Form ADV 2129832 · Sep 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2305 HISTORIC DECATUR RD., STE 100SAN DIEGO, CA, 92106, United States
CRD 340675
Filing source
Form ADV 2129832 · Sep 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.