1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BREEN WEALTH MANAGEMENT, LLC

Map pinPETALUMA, CA
Phone707-595-6556
NotebookSEC #801-112749
Total AUM
$318.8M
Employees
3
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 KENTUCKY ST.
2ND FLOOR SUITE C
PETALUMA
CA 94952
United States
Operating Hours
MON-THUR: 9-5 FRI: 9-2
Monday - Friday
Phone
707-595-6556

ReceiptFinancials

Total AUM
$318.8M
Accounts
626
Discretionary
$318.8M
Accounts
626
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
77
AUM
$45M
HNW Individual Clients
101
AUM
$273.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account