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Breen Wealth Management, LLC
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Petaluma, California
$145.8 million AUM
1 office

Breen Wealth Management, LLC is based in Petaluma, California and has $145.8 million in assets under management.

Location
200 Kentucky Street 2nd Floor
Suite C.
Petaluma, CA 94952
Contact
$145.8 million
AUM
3
Employees
AUM Share
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$145,771,000
Assets under management
400 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 50 $25,000,000 17% $500,000
High net worth individuals 88 $115,771,000 79% $1,315,580
Pension and profit sharing plans 5 $5,000,000 3% $1,000,000
Employees Share
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3
Employees
2
Investment analysts
67% of total employees
AUM per employee Share
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$145,771,000
Assets under management
$48,590,333
AUM per employee
$72,885,500
AUM per investment analyst
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Compensation

Breen Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Breen Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 286,513
SEC number 801-112749
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date May 22, 2020

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