BREEN WEALTH MANAGEMENT, LLC
CRD #286513 SEC #801-112749 PETALUMA, CA 707-595-6556
SEC Registered
Total AUM
$272.8M
Discretionary
$272.8M
Employees
3
Clients
0
Accounts
569
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $272.8M | $272.8M | $0 | 3 | 0 |
| Feb 2024 | $234.3M | $234.3M | $0 | 3 | 0 |
| Feb 2023 | $190.1M | $190.1M | $0 | 3 | 0 |
| Mar 2022 | $212.9M | $212.9M | $0 | 3 | 0 |
| Feb 2021 | $170.5M | $170.5M | $0 | 3 | 0 |
| May 2020 | $145.8M | $145.8M | $0 | 3 | 0 |
| Feb 2020 | $145.8M | $145.8M | $0 | 3 | 0 |
| Jun 2019 | $116M | $116M | $0 | 3 | 0 |
| Jan 2019 | $116M | $116M | $0 | 3 | 0 |
| Apr 2018 | $116M | $116M | $0 | 3 | 0 |
| Mar 2018 | $116M | $116M | $0 | 3 | 0 |
| Mar 2018 | $116M | $116M | $0 | 3 | 0 |
DateJan 2025
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$234.3M
Discretionary$234.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0