# Brickley Wealth Management

Brickley Wealth Management is a Multi Family Office based in San Mateo, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Mateo, United States
- **Region:** North America
- **Address:** 161 West 25th Avenue Suite 204, San Mateo, CA 94403, United States
- **Founded:** 1985
- **Assets under management:** 824 (Altss estimate)
- **Website:** brickleywealth.com
- **LinkedIn:** https://www.linkedin.com/company/4863701

## Regulatory record

- **CRD number:** 287487
- **SEC file number:** 801-110453
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287487

## About

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.

## Sectors

- Real Estate
- Healthcare Services
- FinTech
- Industrial Tech

## People

- 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

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/brickley-wealth-management

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