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BRICKLEY WEALTH MANAGEMENT
CRD 287487 · SEC 801-110453
161 W 25TH AVENUE, SUITE 204, SAN MATEO, CA, 94403-2266, United States
Phone
(650) 638-0111
Fax
(650) 638-0111
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$950.1M
Discretionary AUM
$950.1M
Team
7 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $36.4M |
| High net worth individuals | 87 | $907.6M |
| Charitable organizations | 14 | $6.1M |
States served
CA, OR, WA
All web addresses on file
Official SEC filing: View on IAPD