BREEN WEALTH MANAGEMENT, LLC

Overview

Breen Wealth Management, LLC is an independent, owner-operated registered investment adviser that concentrates on serving individual and family clients. The firm runs discretionary portfolio management alongside financial planning and smaller-scale pension consulting, with a fee model that blends an asset-based percentage and hourly charges. Investment activity tilts heavily toward pooled public vehicles — primarily mutual funds and other public funds — while selectively using third-party managers for alternative real estate exposure. Breen Wealth is not positioned as a capital allocator and does not identify as an active ESG investor. The firm manages client relationships with a hands-on, advisory focus typical of small independent RIAs: crafting tailored plans, implementing model and mutual fund-based portfolios, and advising owner-operators and small businesses on retirement arrangements. Its structure and service set suggest emphasis on diversified, liquid portfolios supplemented by targeted alternative allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices