Updated:
Breen Wealth Management
Breen Wealth Management was established in 2009 as a wealth manager and registered investment advisor. The firm delivers investment management and financial...
Breen Wealth Management
Breen Wealth Management was established in 2009 as a wealth manager and registered investment advisor. The firm delivers investment management and financial planning services to high-net-worth individuals, individuals, and retirement plans. No additional offices or team size details are available. No dated operational events from the last 24 months appear in the record.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
Location
Region
North America
Country
United States
City
Petaluma
Corporate office
Petaluma, CA, United States
Frequently asked questions
What is Breen Wealth Management?
Breen Wealth Management is a bank / wealth / trust headquartered in Petaluma, United States.
When was Breen Wealth Management founded?
Breen Wealth Management was founded in 2009.
Where is Breen Wealth Management headquartered?
Breen Wealth Management is headquartered in Petaluma, United States, in the North America region.
What does Altss track for Breen Wealth Management?
Altss maintains an OSINT-verified profile of Breen Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Breen Wealth Management's website?
Breen Wealth Management's public website is breenwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Breen Wealth Management?
Breen Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Breen Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Breen Wealth Management's Altss profile last updated?
Breen Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: