BREEN WEALTH MANAGEMENT, LLC
SEC RegisteredComprehensive Wealth Management Designed for the Millionaire Next Door
About the firm
Breen Wealth Management, LLC is a fee-only, fiduciary financial advisory firm serving individuals and families in Petaluma and surrounding areas. The firm's Senior Advisor and Founder, Brian Breen, has held the CERTIFIED FINANCIAL PLANNER® designation since 2008. Breen Wealth operates with full transparency and does not earn commissions or sell products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management, fiduciary advisory services, investment management, financial planning, and tax-aware strategies
Who they serve
Individuals and families in Petaluma and surrounding areas
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 77 | $45M |
| High Net Worth Individuals | 101 | $274M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BREEN WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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