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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 05-02-2017
- Office Locations
- 6
Office Locations
About Brickley Wealth Management
Brickley Wealth Management is a combined CPA and wealth management firm serving long-term investors, families, and business owners. The team integrates financial planning, portfolio management, and forward-looking tax strategy, including income, trust, estate and gift tax preparation. Investment approach emphasizes balancing risk, return, and tax efficiency, with support for liquidity events and stock-based compensation planning. Custodies through Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN MARK BRICKLEY
Chief Compliance Officer, Investment Advisor
- CRD
- #3233791
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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AARON MICHAEL BRICKLEY
Private Wealth Advisor
- CRD
- #5326096
NATHAN GEORGE BRICKLEY
Financial Advisor, General Partner
- CRD
- #6225833
Signal optima
Value atlas vital
- CRD
- #43681
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $950,083,465 | $1,730,571 |
| Non-Discretionary | $0 | -- |
| Total | $950,083,465 | $1,730,571 |
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Separately Managed Accounts
Total SMA Asset: $950,083,465
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,731,302,020 | 23.7% |
| Equity - Exchange | $1,037,320,198 | 14.2% |
| Cash | $1,782,437,523 | 24.4% |
| Municipal Bonds | $2,754,012,074 | 37.7% |
| Total | $7,305,071,815 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR PATHWAY | UNISON WAVE | X51V995ZY | QEV | 1.95% | $101,287,833 |
| TIMBER BRIDGE | MERIDIAN VITAL | 8XOPMU43O | KSKJ | 1.67% | $89,453,884 |
| FRONTIER CREST MERIDIAN | MATRIX BRIDGE | QKXCK8YRG | WJYH | 7.06% | $72,446,908 |
| INSIGHT GLACIER INSIGHT | OAK MOMENTUM | 53Z5DS9N7 | PKY | 8.12% | $49,492,752 |
| ZENITH VECTOR | TIMBER CAPITAL | GZ6PPULZW | BIY | 4.03% | $7,808,482 |
| OAK MOMENTUM | VALUE PEAK | 0DDTM2Z20 | NIVZY | 1.75% | $45,638,866 |
| MATRIX DELTA | PRIME NORTH | VWGCYCC5J | KTI | 5.16% | $6,996,063 |
| PRIME WAVE PIONEER | EMBER PRIME | 8HA33R7IQ | EZAE | 12.23% | $118,753,029 |