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
By the Numbers
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Total Assets Under Management234MILLION
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Total Number of Accounts601ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Breen Wealth Management, LLC
1
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 (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.
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