Brickley Wealth Management
● SEC registered since 2017CRD 287487SEC# 801-110453San Mateo, CA
Reg. AUM
$950.1M
Employees
7
Accounts
549
Location
San Mateo, CA
Brickley Wealth Management assets under management
Brickley Wealth Management is a registered investment adviser overseen by the SEC based in San Mateo, CA. The firm has been registered since 2017. It reports $950.1 million in regulatory assets under management and employs 7 people.
Brickley Wealth Management owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brickley Wealth Holding Inc Control | Member | 50-75% | 2017 |
| Brickley Wealth Investment Inc. Control | Member | 25-50% | 2017 |
| Stephen Mark Brickley Control | Chief Compliance Officer | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Brickley Wealth Management manage?
Brickley Wealth Management reports $950.1 million in regulatory assets under management on its Form ADV.
How many employees does Brickley Wealth Management have?
Brickley Wealth Management reports 7 employees.
Where is Brickley Wealth Management located?
Brickley Wealth Management is based in San Mateo, CA and has been SEC-registered since 2017.
Does Brickley Wealth Management disclose fund performance?
Brickley Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 161 W 25th Avenue, Suite 204, San Mateo, CA 94403-2266 |
| Phone | (650) 638-0111 |
| Fax | (650) 638-0111 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1712533 |
| Discloses disciplinary history | No |
Regulatory AUM
$950.1M▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$950.1Mregulatory AUM
Discretionary $950.1M