Breen Wealth Management LLC
Legal Name: BREEN WEALTH MANAGEMENT, LLC
200 KENTUCKY ST. 2ND FLOOR, SUITE C, PETALUMA, CA
707-595-6556
http://breenwealth.com/
Frequently Asked Questions (FAQ)
Full Contact Details
Breen Wealth Management LLC
200 KENTUCKY ST. 2ND FLOOR, SUITE C, PETALUMA, CA
707-595-6556
Other Info
Breen Wealth Management, LLC is a California-based company that has been legally operating as a Limited Liability Company. The firm currently has three employees, out of which two are involved in advisory roles. Although the number of clients served is not known, it has been approved by the U.S. Securities and Exchange Commission and has been registered since April 2, 2018.
Financial Advisor in Petaluma - Breen Wealth Management, LLC
Breen Wealth Management, LLC is a leading independent, fee-only, fiduciary financial advisor located in Petaluma, CA.
Direct Owners
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BRIAN JEFFERY BREEN
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more