Key facts
- BRICKLEY WEALTH MANAGEMENT is a other based in SAN MATEO, CA.
- BRICKLEY WEALTH MANAGEMENT reports $204K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 287487- Regulatory AUM
- $204K
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- SAN MATEO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for BRICKLEY WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BRICKLEY WEALTH MANAGEMENT's AUM?
- BRICKLEY WEALTH MANAGEMENT manages approximately $204K in assets.