BRICKLEY WEALTH MANAGEMENT
CRD #287487 SEC #801-110453 SAN MATEO, CA (650) 638-0111
SEC Registered
Total AUM
$824.3M
Discretionary
$824.3M
Employees
7
Clients
0
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $824.3M | $824.3M | $0 | 7 | 0 |
| Jul 2025 | $824.3M | $824.3M | $0 | 7 | 0 |
| Mar 2025 | $824.3M | $824.3M | $0 | 7 | 0 |
| Feb 2025 | $720.1M | $720.1M | $0 | 6 | 0 |
| Sep 2024 | $720.1M | $720.1M | $0 | 6 | 0 |
| Aug 2024 | $720.1M | $720.1M | $0 | 6 | 0 |
| Mar 2024 | $720.1M | $720.1M | $0 | 6 | 0 |
| Dec 2023 | $621.4M | $621.4M | $0 | 6 | 0 |
| Dec 2023 | $621.4M | $621.4M | $0 | 6 | 0 |
| Mar 2023 | $621.4M | $621.4M | $0 | 6 | 0 |
| Oct 2022 | $724.9M | $724.9M | $0 | 6 | 0 |
| Mar 2022 | $724.9M | $724.9M | $0 | 6 | 0 |
| Jun 2021 | $600.6M | $600.6M | $0 | 5 | 0 |
| Apr 2021 | $600.6M | $600.6M | $0 | 5 | 0 |
| Mar 2021 | $600.6M | $600.6M | $0 | 5 | 0 |
| Mar 2021 | $600.6M | $600.6M | $0 | 5 | 0 |
| Feb 2021 | $458.6M | $458.6M | $0 | 5 | 0 |
| May 2020 | $458.6M | $458.6M | $0 | 5 | 0 |
| Feb 2020 | $458.6M | $458.6M | $0 | 5 | 0 |
| Dec 2019 | $374.2M | $373.9M | $308.1K | 3 | 0 |
| Nov 2019 | $374.2M | $373.9M | $308.1K | 3 | 0 |
| Jun 2019 | $374.2M | $373.9M | $308.1K | 3 | 0 |
| Apr 2019 | $374.2M | $373.9M | $308.1K | 3 | 0 |
| Mar 2019 | $374.2M | $373.9M | $308.1K | 3 | 0 |
| Apr 2018 | $384.5M | $384.5M | $0 | 5 | 0 |
| Mar 2018 | $384.5M | $384.5M | $0 | 5 | 0 |
| Jan 2018 | $384.5M | $384.5M | $0 | 5 | 0 |
| Dec 2017 | $362.4M | $362.4M | $0 | 5 | 0 |
| Oct 2017 | $362.4M | $362.4M | $0 | 5 | 0 |
| Aug 2017 | $102.4M | $102.4M | $0 | 5 | 0 |
| Jul 2017 | $102.4M | $102.4M | $0 | 5 | 0 |
| Jun 2017 | $102.4M | $102.4M | $0 | 5 | 0 |
| May 2017 | $0 | $0 | $0 | 5 | 0 |
| May 2017 | $0 | $0 | $0 | 6 | 0 |
| Apr 2017 | $0 | $0 | $0 | 6 | 0 |
| Apr 2017 | $0 | $0 | $0 | 6 | 0 |
| Apr 2017 | $0 | $0 | $0 | 6 | 0 |
DateSep 2025
Total AUM$824.3M
Discretionary$824.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$824.3M
Discretionary$824.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$824.3M
Discretionary$824.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$720.1M
Discretionary$720.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$720.1M
Discretionary$720.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$720.1M
Discretionary$720.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$720.1M
Discretionary$720.1M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$724.9M
Discretionary$724.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$724.9M
Discretionary$724.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$600.6M
Discretionary$600.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$600.6M
Discretionary$600.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$600.6M
Discretionary$600.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$600.6M
Discretionary$600.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$458.6M
Discretionary$458.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$458.6M
Discretionary$458.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$458.6M
Discretionary$458.6M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$374.2M
Discretionary$373.9M
Non-Disc.$308.1K
Employees3
Clients0
DateNov 2019
Total AUM$374.2M
Discretionary$373.9M
Non-Disc.$308.1K
Employees3
Clients0
DateJun 2019
Total AUM$374.2M
Discretionary$373.9M
Non-Disc.$308.1K
Employees3
Clients0
DateApr 2019
Total AUM$374.2M
Discretionary$373.9M
Non-Disc.$308.1K
Employees3
Clients0
DateMar 2019
Total AUM$374.2M
Discretionary$373.9M
Non-Disc.$308.1K
Employees3
Clients0
DateApr 2018
Total AUM$384.5M
Discretionary$384.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$384.5M
Discretionary$384.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$384.5M
Discretionary$384.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$362.4M
Discretionary$362.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$362.4M
Discretionary$362.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0