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| Breen Wealth Management LLC
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|---|---|
| CRD # | 286513 |
| SEC # | 801-112749 |
| CIK # | |
| AUM | 318.8 M (2026-02-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 45.0 |
| (b) Individuals (high net worth individuals) | 101 | 273.9 |
| (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 | 626 | 318.8 |
| By Discretionary | ||
| Discretionary | 626 | 318.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 626 | 318.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 318.0 | |
| Total | 626 | 318.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Secura Financial LLC
✚
|
CA | 319.9 M |
|
Lantern Wealth Advisors LLC
✚
|
NY | 319.9 M |
|
Alpha Wealth Management and Planning LLC
✚
|
CA | 319.6 M |
|
Optivest Inc
✚
|
CA | 319.4 M |
|
Promontory Financial Planning LLC
✚
|
UT | 319.0 M |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 318.9 M |
|
Phillip B White Co Inc
✚
|
CA | 318.7 M |
|
Plagens & Taylor Wealth Management LLC
✚
|
TX | 318.3 M |
|
Carlson Financial Inc
✚
|
OR | 318.0 M |
|
Linda S Lubitz CFP PA
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|
FL | 317.8 M |