AdvisorOS Directory
Claim Profile
AB

Aaron Michael Brickley

BRICKLEY WEALTH MANAGEMENT·SAN MATEO, California
Unclaimed Profile
1630 SOUTH DELAWARE STREET, SAN MATEO, CA 94402-9998CRD# 5326096Firm CRD# 287487
01

About

Aaron Michael Brickley is a registered financial advisor based in SAN MATEO, California, affiliated with BRICKLEY WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRICKLEY WEALTH MANAGEMENT
BRICKLEY WEALTH MANAGEMENT
AUM
$720M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BRICKLEY WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5326096
Firm CRD# 287487
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN MATEO?

Browse all registered financial advisors in SAN MATEO, California or claim this profile if it's yours.

Browse SAN MATEO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Aaron Michael Brickley offer?
Aaron Michael Brickley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Aaron Michael Brickley's credentials?
Aaron Michael Brickley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Michael Brickley located?
Aaron Michael Brickley is based in SAN MATEO, California, working with BRICKLEY WEALTH MANAGEMENT. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Aaron Michael Brickley charge for services?
Aaron Michael Brickley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRICKLEY WEALTH MANAGEMENT?
BRICKLEY WEALTH MANAGEMENT has approximately 6 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN MATEO
Robert Stephen Randleman — SUMERU EQUITY PARTNERS, L.P.Jason Ethan Babcoke — SUMERU EQUITY PARTNERS, L.P.John Desmond Brennan — SUMERU EQUITY PARTNERS, L.P.Paul Nmn Mercadante — SUMERU EQUITY PARTNERS, L.P.Kyle Trivitt Ryland — SUMERU EQUITY PARTNERS, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile