Brickley Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Brickley Wealth Management reports 196 clients. They include 95 individual clients, 87 high-net-worth individuals and 14 charitable organizations. Of its assets, 100.0% ($950M across 549 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 4% |
| High-net-worth individuals | 44% | 96% |
| Charitable organizations | 7% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 95 | $36.4M | 3.8% | $383K |
| High-net-worth individuals | 87 | $908M | 95.5% | $10.4M |
| Charitable organizations | 14 | $6.05M | 0.6% | $432K |
| Total | 196 | $950M | 100% | $4.85M |
- Clients
- 95
- Regulatory AUM
- $36.4M
- AUM share
- 3.8%
- Avg. per client
- $383K
- Clients
- 87
- Regulatory AUM
- $908M
- AUM share
- 95.5%
- Avg. per client
- $10.4M
- Clients
- 14
- Regulatory AUM
- $6.05M
- AUM share
- 0.6%
- Avg. per client
- $432K
Total
- Clients
- 196
- Regulatory AUM
- $950M
- AUM share
- 100%
- Avg. per client
- $4.85M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Brickley Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed as a flat, hourly or project fee, generally from $350 to $10,000, separate from asset-based fees.
Brickley Wealth Holding Inc owns 50% to 75% of Brickley Wealth Management and is in turn owned by Stephen Brickley (75% or more). The leadership team of Brickley Wealth Management includes Chief Compliance Officer Stephen Brickley. It has 7 employees, 5 of them in advisory roles.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Brickley Wealth Management
Brickley Wealth Holding Inc
Control person · since May 2017
- Owns 75% or more of Brickley Wealth Holding Inc
Stephen Brickley
Control person · since June 2017
- Owns 25% to 50% of Brickley Wealth Management
Brickley Wealth Investment Inc.
Control person · since May 2017
- Owns 50% to 75% of Brickley Wealth Investment Inc.
Aaron Brickley
Control person · since June 2017
- Owns 50% to 75% of Brickley Wealth Investment Inc.
Nathan Brickley
Control person · since June 2017
Brickley Wealth Management’s regulatory assets grew 1.6× from $601M (June 2021) to $950M (August 2026); clients rose from 180 to 196 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $950M | 196 | 7 | 6 |
| Jul 2025July 2025 | $824M | 194 | 7 | 1 |
| Mar 2024March 2024 | $720M | 189 | 6 | 1 |
| Mar 2023March 2023 | $621M | 185 | 6 | 1 |
| Mar 2022March 2022 | $725M | 191 | 6 | 1 |
| Jun 2021June 2021 | $601M | 180 | 5 | 1 |
Besides its headquarters, Brickley Wealth Management has 5 offices (5 private residences, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 161 W 25th Avenue, Suite 204, San MateoHQ
Contact and registration details
- Legal name
- Brickley Wealth Management
- Headquarters
- 161 W 25th Avenue, Suite 204, San Mateo, CA 94403-2266
- Website
- brickleywealth.com
- Phone
- 650-638-0111
- @brickley-wealth-management
- SEC file
- 801-110453
- Structure
- California other (specify)
- Fiscal year end
- December
Brickley Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($950M). Brickley Wealth Management has custody of $728M for 152 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $950M100%
At year end, Brickley Wealth Management’s separately managed accounts were mostly in funds (84%) and stocks (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $696M across 68 positions; the largest are Vanguard Index Fds (20.4%), Apple Inc. (16.4%) and Vanguard Index Fds (10.3%).
What the accounts hold
- Stocks14%
- Funds84%
- Bonds1%
- Cash1%
How many clients does Brickley Wealth Management have?
Brickley Wealth Management has 196 clients and manages $950 million for them, as of August 2026. They include 95 individual clients, 87 high-net-worth individuals and 14 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Brickley Wealth Management offer?
Brickley Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Brickley Wealth Management charge?
Brickley Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Which custodians does Brickley Wealth Management use?
Brickley Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $950M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Brickley Wealth Management have?
Brickley Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brickley Wealth Management invest in?
At the end of its last fiscal year, Brickley Wealth Management’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Brickley Wealth Management have a minimum investment?
Yes, Brickley Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $1M.
Who owns Brickley Wealth Management?
Brickley Wealth Management is owned through holding companies by Stephen Brickley and Aaron and Nathan Brickley. Its direct owners are Brickley Wealth Holding Inc (50% to 75%) and Brickley Wealth Investment Inc. (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Brickley Wealth Management get paid?
Brickley Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Brickley Wealth Management?
Brickley Wealth Management’s main office is at 161 W 25th Avenue, Suite 204, San Mateo, CA 94403-2266. Its phone number is 650-638-0111. Its website is brickleywealth.com.