BREEN WEALTH MANAGEMENT, LLC of PETALUMA, CA is an SEC-registered investment adviser (CRD 286513). Regulatory assets under management: $318.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |