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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | PRINCIPAL, OWNER, SENIOR ADVISOR & CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | PRINCIPAL, OWNER, SENIOR ADVISOR & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 23, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
200 KENTUCKY ST.2ND FLOOR SUITE C
PETALUMA, CA 94952
United States
Phone: 707-595-6556