BREEN WEALTH MANAGEMENT, LLC

PETALUMA, California·1 registered advisor·CRD# 286513
SEC# 801-1127490707-595-6556
01

Firm Overview

AUM
$234M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BREEN WEALTH MANAGEMENT, LLC

1 registered advisor
Brian Jeffery Breen
PETALUMA, California
05

Office Locations

PETALUMA, California
1 advisor

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Data sourced from SEC Form ADV filings. BREEN WEALTH MANAGEMENT, LLC (CRD# 286513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.