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| Happy Holidays!! thanks for using AUM13F!! |
| Breen Wealth Management LLC
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|---|---|
| CRD # | 286513 |
| SEC # | 801-112749 |
| CIK # | |
| AUM | $272.8 M (2025-01-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 707-595-6556 |
| Address | 200 Kentucky St Petaluma, CA 94952 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 36.2 |
| (b) Individuals (high net worth individuals) | 101 | 236.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 569 | 272.8 |
| By Discretionary | ||
| Discretionary | 569 | 272.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 569 | 272.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.8 | |
| Total | 569 | 272.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valued Wealth Advisors LLC
✚
|
UT | 0.3 |
|
Gainline Financial Partners LLC
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CO | 0.3 |
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Excel Wealth Management LLC
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CT | 0.3 |
|
Oliveira Wealth LLC
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|
CA | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Madison Park Capital Advisors LLC
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|
WA | 0.3 |
|
Bay Rivers Group Inc
✚
|
VA | 0.3 |
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.3 |
|
Lwealth LLC
✚
|
TX | 0.3 |
|
Schamberger Greylak & Utterback Wealth Management LLC
✚
|
WI | 0.3 |