| 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 |
Brickley Wealth Management reports $824.3 million in regulatory assets under management on its Form ADV.
Brickley Wealth Management reports 7 employees.
Brickley Wealth Management is based in San Mateo, CA and has been SEC-registered since 2017.
Brickley Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $824.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $824.3M |