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BRICKLEY WEALTH MANAGEMENT
BRICKLEY WEALTH MANAGEMENT
3 registered advisors
·
CRD# 287487
SEC# 801-110453
0
(650) 638-0111
01
Firm Overview
AUM
$720M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BRICKLEY WEALTH MANAGEMENT
3 registered advisors
Aaron Michael Brickley
SAN MATEO, California
CFP
CRD# 5326096
Nathan George Brickley
SAN MATEO, California
CRD# 6225833
Stephen Mark Brickley
SAN MATEO, California
CRD# 3233791
05
Office Locations
SAN MATEO, California
3 advisors
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Data sourced from SEC Form ADV filings. BRICKLEY WEALTH MANAGEMENT (CRD# 287487) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.