JACOBSON & BREEN WEALTH MANAGEMENT, LLC
SEC file number 801-78882
· PETALUMA, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$126M
Discretionary AUM
$117M
Employees
5
Clients
240
Firm
- Address
- 200 KENTUCKY ST., 2ND FLOOR, SUITE C
PETALUMA, CA 94952 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M