Brickley Wealth Management
Brickley Wealth Management is a multi-family office headquartered in San Mateo. The firm provides comprehensive advisory services to families seeking to manage complex investment portfolios, estate planning, retirement strategies, and philanthropic...
Brickley Wealth Management
Brickley Wealth Management is a multi-family office headquartered in San Mateo. The firm provides comprehensive advisory services to families seeking to manage complex investment portfolios, estate planning, retirement strategies, and philanthropic initiatives. With a focus on integrating financial planning and investment management, Brickley Wealth Management serves as a strategic partner for generational wealth—supports families in navigating financial decisions across multiple generations.
General information
Firm type
Multi Family Office
Year founded
1985
AUM
—
Location
Region
North America
Country
—
City
San Mateo
Corporate office
161 West 25th Avenue Suite 204
Frequently asked questions
What is Brickley Wealth Management?
Brickley Wealth Management is a multi family office headquartered in San Mateo.
When was Brickley Wealth Management founded?
Brickley Wealth Management was founded in 1985.
Where is Brickley Wealth Management headquartered?
Brickley Wealth Management is headquartered in San Mateo, in the North America region.
What does Altss track for Brickley Wealth Management?
Altss maintains an OSINT-verified profile of Brickley Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Brickley Wealth Management's website?
Brickley Wealth Management's public website is www.brickleywealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Brickley Wealth Management?
Brickley Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Brickley Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Brickley Wealth Management?
Brickley Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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