Key facts
- BREEN WEALTH MANAGEMENT, LLC is a other based in PETALUMA, CA.
- BREEN WEALTH MANAGEMENT, LLC reports $866K in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 286513- Regulatory AUM
- $866K
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- PETALUMA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for BREEN WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BREEN WEALTH MANAGEMENT, LLC's AUM?
- BREEN WEALTH MANAGEMENT, LLC manages approximately $866K in assets.