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Breen Wealth Management, LLC

● SEC registered since 2018CRD 286513SEC# 801-112749Petaluma, CA
Export (members)
Reg. AUM
$318.8M
Employees
3
Accounts
626
Location
Petaluma, CA

Breen Wealth Management, LLC assets under management

Breen Wealth Management, LLC is an investment advisory firm registered with the SEC based in Petaluma, CA. The firm has been registered since 2018. It reports $318.8 million in regulatory assets under management and employs 3 people.
breenwealth.comView on SEC.gov ↗

Breen Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Jeffery Breen ControlPrincipal, Owner, Senior Advisor & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Breen Wealth Management, LLC manage?

Breen Wealth Management, LLC reports $318.8 million in regulatory assets under management on its Form ADV.

How many employees does Breen Wealth Management, LLC have?

Breen Wealth Management, LLC reports 3 employees.

Where is Breen Wealth Management, LLC located?

Breen Wealth Management, LLC is based in Petaluma, CA and has been SEC-registered since 2018.

Does Breen Wealth Management, LLC disclose fund performance?

Breen Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Kentucky St., 2nd Floor Suite C, Petaluma, CA 94952
Phone707-595-6556
Office hoursMon-Thur: 9-5 Fri: 9-2
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$318.8M
Non-discretionary$0
Total (RAUM)$318.8M