# BREEN WEALTH MANAGEMENT, LLC

BREEN WEALTH MANAGEMENT, LLC of PETALUMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 286513
- Type: SEC-registered investment adviser
- SEC file number: 801-112749
- Location: 200 KENTUCKY ST., 2ND FLOOR SUITE C, PETALUMA, CA, 94952
- Phone: 707-595-6556
- Latest filing: 2026-07-07
- Regulatory AUM: $318.8M
- Discretionary AUM: $318.8M
- Clients: 3
- Accounts: 626

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Brian Jeffery Breen | PRINCIPAL, OWNER, SENIOR ADVISOR & CHIEF COMPLIANCE OFFICER | — |
| BREEN BRIAN JEFFERY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRINCIPAL, OWNER, SENIOR ADVISOR & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286513/similar
- Related entities: https://search.stillhousedata.com/firm/286513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286513

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.