RIA Intelligence

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

Firm Details

Organization Type
Other (specify) (GENERAL PARTNERSHIP)
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 18, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY, STEPHEN, MARKICHIEF COMPLIANCE OFFICERNA Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERE Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH HOLDING INCDEMEMBERD Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERC Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control
BRICKLEY WEALTH INVESTMENT INC.DEMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING, INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, STEPHEN, MARKIBRICKLEY WEALTH HOLDING INCE Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT INC.D Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, AARON, MICHAELIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, MATTHEW, STEPHENIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control
BRICKLEY, NATHAN, GEORGEIBRICKLEY WEALTH INVESTMENT, INCC Control

Registrations

Federal

IA
Sep 18, 2025 REGISTERED

Notice Filings (3)

CA OR WA

Address

161 W 25TH AVENUE
SUITE 204
SAN MATEO, CA 94403-2266
United States
Phone: (650) 638-0111