Brickley Wealth Management

Brickley Wealth Management, legally recognized as BRICKLEY WEALTH MANAGEMENT, is a California corporation with three employees, all serving in advisory roles. Founded in 2017, the firm's SEC status is currently listed as Approved, and it remains unclear how many clients it serves.

• BRICKLEY WEALTH HOLDING INC

  MEMBER owns 75% or more

• BRICKLEY WEALTH INVESTMENT INC.

  MEMBER owns more than 10% but less than 25%

• STEPHEN MARK BRICKLEY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• AARON MICHAEL BRICKLEY

  SHAREHOLDER owns more than 25% but less than 50%

• NATHAN GEORGE BRICKLEY

  SHAREHOLDER owns more than 25% but less than 50%

• STEPHEN MARK BRICKLEY

  PRESIDENT owns 75% or more

• Fisher Lynch Capital LLC
• Westbridge Capital US Advisors LLC
• Vantage Wealth Management LLC
• Fuller & Thaler Asset Management Inc
• ESO Management Services LLC
• Bluepointe Capital Management LLC
• Dragon Financial and Investment Group LLC
• Endurant Capital Management LP
• JUNIPER HILL CAPITAL MANAGEMENT, LP
• Franklin Templeton Portfolio Advisors Inc

• Exploring the Dynamic Landscape: Brickley Wealth Management's Investment Shifts from Q4 2023 to Q1 2024
• Brickley Wealth Management Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Brickley Wealth Management Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Brickley Wealth Management Q4 2022 vs. Q1 2023 13F Holdings Comparison

• VANGUARD INDEX FDS VALUE ETF $44,789k
• VANGUARD CHARLOTTE FDS $37,731k
• VANGUARD BD INDEX FD INC $29,720k
• ISHARES TR RUS 1000 GRW ETF $21,699k
• Apple Inc $10,869k
• ISHARES $10,583k
• VANGUARD INDEX FDS GROWTH ETF $9,543k
• VANGUARD INDEX FDS MCAP VL IDXVIP $9,467k
• ISHARES $9,455k
• VANGUARD INDEX FDS SML CP GRW ETF $8,830k