Brickley Wealth Management
Firm details
- Headquarters
- San Mateo, California
- CRD number
- 287487
- Registered since
- May 2, 2017
- Website
- www.brickleywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.53%
- Individuals3.83%
- Charitable Organizations0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brickley Wealth Management is an independent registered investment adviser formed in 2017 that serves both high-net-worth individuals/families and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning and discretionary portfolio management alongside ancillary services — it also functions as an insurance broker and maintains accounting capabilities. Advisory services listed include portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting. Brickley identifies as an active ESG investor and charges fees based on a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities14%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 6
Ebi Mathew
Financial Planning AssociateCRD 6767277
Tatiane Saravia
Operations ManagerCRD 5891767
Carissa Yen
Financial AdvisorCRD 7675335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$564M in ETFs
88%
$498M
12%
$65.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $142M | 650,628 | 25.16% |
Location
San Mateo, CA
San Mateo
Location
San Mateo, CA
Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 161 W 25th Ave
- Time zone
- PT (UTC-8)
- Office locations
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