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BREEN WEALTH MANAGEMENT, LLC

CRD 286513 · SEC 801-112749

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200 KENTUCKY ST., 2ND FLOOR SUITE C, PETALUMA, CA, 94952, United States

Phone

707-595-6556

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$318.8M

Discretionary AUM

$318.8M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals77$45.0M
High net worth individuals101$273.9M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD