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
| Title | Principal, Owner, Senior Advisor & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |