Brickley Wealth Management

Overview

Brickley Wealth Management is an independent registered investment adviser that began SEC registration in 2017. The firm identifies as a capital allocator serving both individual/family and institutional clients, and it charges fees based on a percentage of assets under management. Ownership is listed as a mix of a domestic entity and an individual. Beyond advisory services, Brickley operates as an insurance broker and maintains an accounting affiliation. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm reports being an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices