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BRICKLEY WEALTH MANAGEMENT

SAN MATEO, CA · CRD 287487 · IAPD ↗ · (650) 638-0111

$950.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — BRICKLEY WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — BRICKLEY WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
December 2025 — BRICKLEY WEALTH MANAGEMENT added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.