Breen Wealth Management, LLC

Breen Wealth Management, LLC (CRD# 286513) is a financial advisory firm headquartered in Petaluma, CA. They manage $234,347,323 in 601 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 Kentucky St., 2nd Floor Suite C, Petaluma, CA 94952
http://breenwealth.com/
By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $389,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Breen Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Borba Jr, financial advisor Petaluma CA
Anthony M. Borba Jr
CRD#: 6856662
200 Kentucky St., 2nd Floor, Suite C, Petaluma, CA 94952

Anthony Borba Jr (CRD# 6856662) is an Investment Advisor Representative working at Breen Wealth Management, LLC in Petaluma, CA and has over 6 years of experience in the finance industry.

2
Brian Breen, financial advisor Petaluma CA
Brian J. Breen
CRD#: 4731645
200 Kentucky St., 2nd Floor Suite C, Petaluma, CA 94952
Brian Breen (CRD# 4731645) is an Investment Advisor Representative working at Jacobson & Breen Wealth Management, LLC in Petaluma, CA and has over 12 years of experience in the finance industry. Brian Breen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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