Brickley Wealth Management
Legal Name: BRICKLEY WEALTH MANAGEMENT
Full Contact Details
Brickley Wealth Management
1900 O'FARRELL STREET #330, SAN MATEO, CA
(650) 638-0111
(650) 638-0222
Other Info
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.
Your Family of Financial Advisors for Generations to Come
Brickley Wealth Management's team is dedicated to building legacies and securing thriving futures for families, businesses and individuals.
Direct Owners
-
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%
Indirect Owners
-
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
Firms Located Nearby
Top Holdings
- VANGUARD INDEX FDS VALUE ETF $44,789k
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- 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