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Building 2BRICKLEY WEALTH MANAGEMENT

Map pinSAN MATEO, CA
Phone(650) 638-0111
NotebookSEC #801-110453
Total AUM
$950.1M
Employees
7
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 W 25TH AVENUE
SUITE 204
SAN MATEO
CA 94403-2266
United States
Operating Hours
BY APPOINTMENT
APPOINTMENTS ONLY
Phone
(650) 638-0111
Other Offices
5

ReceiptFinancials

Total AUM
$950.1M
Accounts
549
Discretionary
$950.1M
Accounts
549
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$36.4M
HNW Individual Clients
87
AUM
$907.6M
Charitable Organization Clients
14
AUM
$6.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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