BRICKLEY WEALTH MANAGEMENT

RIASEC RegisteredEst. 2017

Total AUM

$950M

Discretionary

$950M

100% of AUM

Avg account

$1.7M

Accounts

549

Employees

Advisory reps

Firm details

Headquarters: SAN MATEO, California
CRD number: 287487
Registered since: May 2, 2017
Website: www.brickleywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI95.53%
Individuals3.83%
Charitable Organizations0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Brickley Wealth Management is an independent, SEC‑registered RIA (registered in 2017) that serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and identifies itself as a capital allocator that selects and allocates to outside managers. Brickley also provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. In addition to advisory services, the firm operates with insurance brokerage and accounting activities on its platform. The firm reports an active approach to ESG investing and integrates environmental, social, and governance considerations into its process. Ownership is listed as a mix of a domestic entity and an individual, and Brickley positions itself as an independent adviser that blends in‑house portfolio management with third‑party manager allocations.