BRICKLEY WEALTH MANAGEMENT

4 registered advisors·CRD# 287487
SEC# 801-1104530(650) 638-0111
01

Firm Overview

AUM
$720M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
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 PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at BRICKLEY WEALTH MANAGEMENT

4 registered advisors
Aaron Michael Brickley
SAN MATEO, California
Matthew Stephen Brickley
SAN MATEO, California
Nathan George Brickley
SAN MATEO, California
Stephen Mark Brickley
SAN MATEO, California
05

Office Locations

SAN MATEO, California
4 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.