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Jacobson & Breen Wealth Management, LLC (Petaluma)


Jacobson & Breen Wealth Management, LLC is a large advisory firm based in Petaluma. It manages $126 million of regulatory assets for 635 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and Texas.

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Jacobson & Breen Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jacobson & Breen Wealth Management: assets under management

The assets under management (AUM) of Jacobson & Breen Wealth Management, LLC is $126 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $117 million in discretionary accounts and $9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $188.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $692.31 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jacobson & Breen Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Petaluma

The principal office where Jacobson & Breen Wealth Management, LLC performs its advisory services is located at 200 Kentucky St., 2 Nd Floor, Suite C, Petaluma, CA 94952, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (707) 595-6555. The normal business hours are mon-thur: 9-5 fri: 9-2 on Monday - Friday. You can find more information about the New York firm at jacobsonbreen.com.


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