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| Brickley Wealth Management
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|---|---|
| CRD # | 287487 |
| SEC # | 801-110453 |
| CIK # | 0001712533 |
| AUM | 950.1 M (2026-05-21) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 650-638-0111 |
| Address | 161 W 25th Avenue San Mateo, CA 94403-2266 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001712533 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 114.2 | ||
| Snowflake Inc | 6.5 | ||
| Nvidia Corp | 1.5 | ||
| Illumina Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 36.4 |
| (b) Individuals (high net worth individuals) | 87 | 907.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 950.1 |
| By Discretionary | ||
| Discretionary | 549 | 950.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 950.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 949.9 | |
| Total | 549 | 950.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001712533] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Focus Investment Advisors Inc
✚
|
CA | 956.2 M |
|
Foresight Global Investors Inc
✚
|
NY | 955.2 M |
|
Tarbox Family Office Inc
✚
|
CA | 953.7 M |
|
Slow Capital Inc
✚
|
CA | 953.3 M |
|
Builder Investment Group Inc
✚
|
GA | 952.5 M |
|
Legacy Financial Strategies LLC
✚
|
KS | 952.0 M |
|
SMI Advisory Services LLC
✚
|
IN | 949.0 M |
|
The Mosaic Financial Group LLC
✚
|
IL | 948.7 M |
|
Destiny Wealth Partners LLC
✚
|
FL | 947.3 M |
|
Auxier Asset Management LLC
✚
|
OR | 946.1 M |