Investment adviser · CRD 287487
BRICKLEY WEALTH MANAGEMENT
Investment adviser filing (IA)
SAN MATEO, CA, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $950M Form ADV · Item 5.F
- Client accounts
- 549 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 87 | $907,645,138 | 95.5% |
| Individuals | 95 | $36,387,000 | 3.8% |
| Charities | 14 | $6,051,327 | 0.6% |
Filing source
Form ADV 2126671 · Aug 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
161 W 25TH AVENUE, SUITE 204SAN MATEO, CA, 94403-2266, United States
CRD 287487
Filing source
Form ADV 2126671 · Aug 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.