Brickley Wealth Management is an SEC registered investment adviser with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated April 15, 2026, reports $950M in regulatory assets under management, 7 employees, 5 offices, and 549 accounts.
Assets Under Management
$950M
Employees
7
Offices
5 offices
Total Clients
196
Primary office
SAN MATEO, CA
161 W 25TH AVENUE, SUITE 204, SAN MATEO, CA, United States
Top client segmentIndividuals represent 48.5% of total clients.
Top client categories% of clientsClients
1
Individuals
48.5%
95
2
HNWI
44.4%
87
3
Charitable
7.1%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$950Mas of April 15, 2026
Discretionary100.0%
$950M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$950M
Total Accounts549
10Y AUM Change+$848M (+827.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.