Brickley Wealth Management
- Regulatory AUM
- $950M
- Discretionary
- $950M
- Clients
- 196
- Avg AUM / client
- $4.8M
- Accounts
- 549
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $36.4M | 3.83% |
| High net worth individuals | 87 | $908M | 95.5% |
| Charitable organizations | 14 | $6.1M | 0.64% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Michael Brickley | Shareholder | CFP | Jun 2017 (9y) | ≈ 12.5% – 37.5% via Brickley Wealth Investment Inc. |
| Nathan George Brickley | Shareholder | Jun 2017 (9y) | ≈ 12.5% – 37.5% via Brickley Wealth Investment Inc. | |
| Stephen Mark Brickley | Chief Compliance Officer | Jun 2017 (9y) | ≈ 37.5% – 75% via Brickley Wealth Holding Inc | |
| Tatiane Medeiros Saravia | Registered representative | Feb 2024 (3y) | ||
| Ebi C Mathew | Registered representative | Feb 2025 (1y) | ||
| Carissa Nguyen Yen | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brickley Wealth Holding Inc | Member | May 2017 | A | 50% – 75% |
| Brickley Wealth Investment Inc. | Member | May 2017 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aaron Michael Brickley: 50% – 75% of Brickley Wealth Investment Inc. × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Nathan George Brickley: 50% – 75% of Brickley Wealth Investment Inc. × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Stephen Mark Brickley: 75% – 100% of Brickley Wealth Holding Inc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $950M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗