# BRICKLEY WEALTH MANAGEMENT

BRICKLEY WEALTH MANAGEMENT of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 287487
- Type: SEC-registered investment adviser
- SEC file number: 801-110453
- Location: 161 W 25TH AVENUE, SUITE 204, SAN MATEO, CA, 94403-2266
- Phone: (650) 638-0111
- Latest filing: 2026-05-21
- Regulatory AUM: $950.1M
- Discretionary AUM: $950.1M
- Clients: 7
- Accounts: 549

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Mark Brickley | CHIEF COMPLIANCE OFFICER; PRESIDENT | San Mateo, CA |
| Aaron Michael Brickley | SHAREHOLDER | — |
| Nathan George Brickley | SHAREHOLDER | — |
| BRICKLEY NATHAN GEORGE | SHAREHOLDER | — |
| BRICKLEY STEPHEN MARK | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| BRICKLEY AARON MICHAEL | SHAREHOLDER | — |
| BRICKLEY MATTHEW STEPHEN | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287487/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287487/similar
- Related entities: https://search.stillhousedata.com/firm/287487/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287487

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.