Breen Wealth Management, LLC

Overview

Breen Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owned by an individual and serves primarily individual and family clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Compensation is delivered through an asset-based fee and hourly charges. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives