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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Brickley Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brickley Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Brickley Wealth Management have a minimum investment?","answer":"Yes, Brickley Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $1M.","source":"ADV PART 2A - FIRM BROCHURE, filed 15 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Brickley Wealth Management?","answer":"Brickley Wealth Management is owned through holding companies by Stephen Brickley and Aaron and Nathan Brickley. 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