Overview
Assets Under Management: $273 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 101
Average Client Assets: $2 million
Frequently Asked Questions
BREEN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286513), BREEN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BREEN WEALTH MANAGEMENT, LLC is headquartered in PETALUMA, CA.
BREEN WEALTH MANAGEMENT, LLC serves 101 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, BREEN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BREEN WEALTH MANAGEMENT, LLC manages $273 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, BREEN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 569
Discretionary Accounts: 569
Regulatory Filings
CRD Number: 286513
Last Filing Date: 2025-01-23 00:00:00
Website: https://breenwealth.com