Breen Wealth Management, LLC Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Breen Wealth Management, LLC is an independent, fee-only wealth management firm providing comprehensive financial planning and investment management for select high net worth families and businesses. Our mission is to provide a refreshing alternative to the financial advising experience. This begins by always putting our client's interest first.

Find Breen Wealth Management, LLC employees' phone numbers or email addresses

Breen Wealth Management, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Breen Wealth Management, LLC's Leadership

  • Stylized image of a person
    B. C.
    Founder & Principal
    Phone icon

Breen Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Breen Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    Founder & Principal
    Phone icon
    Aug 11, 2025

Frequently Asked Questions

What is Breen Wealth Management, LLC known for?

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Breen Wealth Management, LLC operates in the Financial Services industry. The company's main headquarters is located in Petaluma, California United States. Explore Breen Wealth Management, LLC's company overview page for more information.

What is Breen Wealth Management, LLC's most common email format?

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Breen Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Breen Wealth Management, LLC email formats with LeadIQ.

How many employees does Breen Wealth Management, LLC have currently?

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Breen Wealth Management, LLC has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Breen Wealth Management, LLC's key employees and leadership?

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As of February 2026, Breen Wealth Management, LLC's key employees include:

  • Founder & Principal: B. C.

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