Breen Wealth Management, LLC
● SEC registered since 2018CRD 286513SEC# 801-112749Petaluma, CA
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.
Breen Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jeffery Breen Control | Principal, Owner, Senior Advisor & Chief Compliance Officer | Over 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
| Address | 200 Kentucky St., 2nd Floor Suite C, Petaluma, CA 94952 |
| Phone | 707-595-6556 |
| Office hours | Mon-Thur: 9-5 Fri: 9-2 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$318.8M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$318.8Mregulatory AUM
Discretionary $318.8M