# Breen Wealth Management

Breen Wealth Management is a Bank / Wealth / Trust based in Petaluma, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Petaluma, United States
- **Region:** North America
- **Address:** Petaluma, CA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** breenwealth.com
- **LinkedIn:** linkedin.com/company/breen-wealth-management-llc

## Regulatory record

- **CRD number:** 286513
- **SEC file number:** 801-112749
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-20T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286513

## About

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.

## Related profiles

- [Breega](https://altss.com/profile/breega)
- [Breeze Invest](https://altss.com/profile/breeze-invest)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/breen-wealth-management

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