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Brickley Wealth Management
Brickley Wealth Management was founded in 1985 by Gilbert Brickley. Kevin Brickley serves as president. The firm operates as a multi-family office serving...
Brickley Wealth Management
Brickley Wealth Management was founded in 1985 by Gilbert Brickley. Kevin Brickley serves as president. The firm operates as a multi-family office serving executives, business owners, and families primarily in the Bay Area. The firm allocates across liquid public markets and real estate. It favors index funds, stocks, and bonds. Confirmed industry focuses include healthcare services, industrial technology, and fintech. Geographic reach spans North America, Europe, Asia, Africa, Oceania, and South America. The firm does not run a direct deal program or commit to external managers. Assets under management stand at $824 million. The firm maintains an affiliated CPA practice through Brickley & Company. It supports the Brickley Family Foundation, which directs grants to education, community, and health causes in the Bay Area. Nathan Brickley and Aaron Brickley hold advisory and compliance roles. The firm keeps a traditional advisory structure centered on in-house planning rather than external fund commitments. Custody rests with Charles Schwab and Fidelity.
General information
Firm type
Multi Family Office
Year founded
1985
Location
Region
North America
Country
United States
City
San Mateo
Corporate office
161 West 25th Avenue Suite 204, San Mateo, CA 94403, United States
Principals
Kevin Brickley
President and Principal
Gilbert Brickley
Founder and retired principal
Nathan Brickley
Owner, CPA, and Investment Advisor
Aaron Brickley
CFP and Senior Wealth Advisor
Stephen Brickley
Compliance and Privacy Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Brickley Wealth Management?
Kevin Brickley serves as president and principal. Nathan Brickley acts as owner and investment advisor. Aaron Brickley serves as senior wealth advisor.
Does Brickley Wealth Management participate in fund commitments or only direct deals?
The firm does not run a direct deal program. It does not commit capital to external managers and instead constructs portfolios from public securities and real estate.
Which sectors does Brickley Wealth Management explicitly avoid?
The firm avoids private equity, hedge funds, and natural resources. It focuses on liquid asset classes such as index funds, stocks, and bonds.
Where does the underlying wealth come from?
The firm serves executives, business owners, and families. No single wealth creator or industry origin is publicly disclosed.
Does Brickley Wealth Management maintain philanthropic structures?
Yes. The Brickley Family Foundation directs grants to education, community, and health initiatives in the Bay Area.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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