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Brian Jeffery Breen

Principal, Owner, Senior Advisor & Chief Compliance OfficerBreen Wealth Management, LLCCRD 4731645

About Brian Jeffery Breen

Brian Jeffery Breen is listed as Principal, Owner, Senior Advisor & Chief Compliance Officer at Breen Wealth Management, LLC in Petaluma, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

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

Frequently asked questions

Where does Brian Jeffery Breen work?

Brian Jeffery Breen is listed as Principal, Owner, Senior Advisor & Chief Compliance Officer at Breen Wealth Management, LLC on SEC Form ADV.

How much of Breen Wealth Management, LLC does Brian Jeffery Breen own?

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

Breen Wealth Management, LLC

TitlePrincipal, Owner, Senior Advisor & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2017
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