Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > petaluma > BREEN WEALTH MANAGEMENT, LLC
BREEN WEALTH MANAGEMENT, LLC
200 Kentucky St.
2nd Floor Suite C
Petaluma, California 94952
Tel: 707-595-6556
About BREEN WEALTH MANAGEMENT, LLC
BREEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as BREEN WEALTH MANAGEMENT, LLC. The firm was established in 04/02/2018. They have over 1 offices throughout the country.
BREEN WEALTH MANAGEMENT, LLC is a Petaluma, California based Financial Planning firm with nearly $272,806,485 assets under management, offering retirement planning & investment advisory services to 569 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286513 |
| SEC# | 801-112749 |
| Assets Managed by Firm | $272,806,485 |
| No. of Clients | 569 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 569 | $272,806,485 |
| Individuals (other than high net worth individuals) | 77 | $36,151,305 |
| High net worth individuals | 101 | $236,655,180 |
More Retirement Planning firms in Petaluma, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Petaluma, California