Brickley Wealth Management
Brickley Wealth Management (CRD# 287487) is a financial advisory firm headquartered in San Mateo, CA. They manage $720,074,814 in 523 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management720MILLION
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Total Number of Accounts523ACCOUNTS
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Average Account Value$1,376,816
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR, WA
Aaron Brickley (CRD# 5326096) is an Investment Advisor Representative working at Brickley Wealth Management in Mill Valley, CA and has over 16 years of experience in the finance industry.
Nathan Brickley (CRD# 6225833) is an Investment Advisor Representative working at Brickley Wealth Management in San Francisco, CA and has over 7 years of experience in the finance industry.
Stephen Brickley (CRD# 3233791) is an Investment Advisor Representative working at Brickley Wealth Management in Atherton, CA and has over 24 years of experience in the finance industry.
Tatiane Saravia (CRD# 5891767) is an Investment Advisor Representative working at Brickley Wealth Management in Elk Grove, CA and has 1 year of experience in the finance industry.