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Breen Wealth Management, LLC

Breen Wealth Management, LLC. CRD 286513

Breen Wealth Management, LLC logo

CRD: 286513

Breen Wealth Management, LLC

Petaluma, CA, 94952
7075956556
breenwealth.com
$318.8M Total AUM
$318.8M Disc. AUM
18.8% 3Y CAGR
3 Employees
178 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Capital fusion
Established Date
02-22-2017
Office Locations
1

Office Locations

200 Kentucky St. 2ND Floor Suite C Petaluma CA

About Breen Wealth Management, LLC

Breen Wealth Management is a fee-only, fiduciary RIA in Petaluma, CA serving individuals and families through retirement and other life transitions (inheritance, settlements, business sales). The team pairs comprehensive planning with discretionary portfolio management, emphasizing retirement income planning, tax minimization, RMD and gifting decisions. Client accounts are custodied at Charles Schwab, and founder Brian Breen is a CFP® professional.

Team overview

-- AVG AGE
$159.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
8.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Focus

Client Personas

Vital glacier Delta value Frontier

Custodian

Alpha Quantum vertex Eagle bridge Meridian oak Crest ridge Timber wave Value Bridge

Fund Managers

Matrix Focus

Investment Themes

Signal frontier Pioneer fusion Alpha vertex Harbor glacier

Investment Vehicles

Frontier insight Foundation

Platform

Harbor foundation

Services

Oak insight Unison foundation Harbor Vital signal Insight Momentum capital Wave optima Momentum

Technology

Wave frontier

Owner & Executives

BRIAN JEFFERY BREEN

BRIAN JEFFERY BREEN

Chief Compliance Officer, Financial Advisor, General Partner, Owner, PRINCIPAL, SENIOR ADVISOR

CRD
#4731645
Ownership
75% or more
(206) 419-1060
timber.atlas@meridiancapital.com
in linkedin.com/in/unison-north

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Contacts

A

ANTHONY MICHAEL BORBA JR

--

CRD
#6856662
(423) 727-4712
element.unison@timbercapital.com
in linkedin.com/in/bridge-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-02-2022
02-03-2023
02-26-2024
01-23-2025
02-20-2026
Category Assets AVG. Account size
Discretionary $318,842,453 $509,333
Non-Discretionary $0 --
Total $318,842,453 $509,333

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Separately Managed Accounts

Total SMA Asset: $318,842,453

$318.8M Total SMA
Public Funds:
24.6%
Equity - Exchange:
23.4%
Cash:
52.0%
Asset class Assets Assets %
Public Funds $1,641,569,662 24.6%
Equity - Exchange $1,561,493,093 23.4%
Cash $3,469,984,651 52.0%
Total $6,673,047,406 100.0%

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