Breen Wealth Management

EST. AUM
$318,842,453

CONTACTS

CLIENT ACCOUNTS
626

Firm Details

Metro area San Francisco
CRD Number 286513
Website breenwealth.com
Client types

Overview

Breen Wealth Management, LLC is an independent, fee-only registered investment adviser headquartered in Petaluma, California. The firm has served individuals and families since 2009, with an emphasis on high-net-worth households and clients experiencing retirement, inheritance, settlements, or business sales. It provides comprehensive financial planning, discretionary portfolio management, financial consulting, and pension-plan advisory services. Planning areas include retirement income, tax coordination, trusts and estates, charitable giving, education, insurance, real estate, and debt analysis. Client portfolios are generally implemented through asset allocations comprising low-cost ETFs, institutional mutual funds, and selected variable annuities. The firm reported approximately $318.84 million in discretionary regulatory assets under management as of December 31, 2025. Its latest public regulatory data reports 626 discretionary accounts and three regulatory employees.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Breen Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company