Brickley Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$944,032,138
Clients
182
Advisors
6
across 2 offices
About
Brickley Wealth Management provides comprehensive portfolio management, financial planning, retirement plan consulting, and referrals to third‑party money managers for individuals (including high‑net‑worth clients), trusts, pension and profit sharing plans, and business entities. The firm serves clients through ongoing monitoring, rebalancing, and the ability to manage held‑away retirement accounts via a third‑party platform, and requires a minimum account balance for its comprehensive management service.
The firm’s investment process blends modern portfolio theory with a mix of active mutual funds and active and passive ETFs, ESG screening, fundamental and cyclical analysis, and periodic manager due diligence, all implemented with a long‑term, diversified horizon. Brickley emphasizes due diligence of third‑party managers (including review of holdings, concentrations and leverage), uses Schwab Advisor Services as its primary custodian, and allocates uninvested cash to Schwab cash sweep vehicles.
Noteworthy characteristics disclosed in the brochure include an affiliated accounting firm, Brickley & Company, CPA Inc., whose CPAs provide separate tax preparation and estate tax planning services, and a firm representative who is licensed as an insurance agent/broker (with disclosure that no compensation is received from insurance product sales). The firm also publishes client testimonials and case studies on its website and reports managing over $824 million in discretionary assets, a scale that is larger than typical for a multi‑adviser team.
Client services
Expertise
Fee options
Up to 1.00% annually for Comprehensive Portfolio Management; up to 1.00% for Retirement Plan Consulting; up to 1.50% for Referrals to Third Party Money Managers
Account minimum: $1,000,000 Fee-only: Advisory fees as percentage of assets under management; no commissions
Main office
See office161 W 25th Avenue, Suite 204
San Mateo CA 94403-2266
Advisors at this office
5
Offices (2)
Most active in
California · Oregon · Texas · Washington
Also doing business as
Brickley Wealth Management · Brickley Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ebi M
CFP®, Series 63, Series 65
San Mateo, CA
Brickley Wealth Management
Ebi Mathew is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brickley Wealth Management. Prior to joining Brickley Wealth Management, Mathew worked at Wealth Architects, LLC and held various roles at Northwestern Mutual and Ameriprise. Brickley Wealth Management provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and businesses. The firm’s investment approach combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence, serving clients through ongoing monitoring and diversified, long-term strategies.
Nathan B
Series 66
San Mateo, CA
Brickley Wealth Management
Nathan Brickley is a financial advisor at Brickley Wealth Management in San Mateo, CA, with 11 years of industry experience. He holds a Series 66 designation and has worked at Brickley & Company CPA Inc. and LPL Financial, LLC. Brickley is also involved with Brickley & Company CPA Inc., which provides tax preparation and accounting services. Brickley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach incorporating modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.
Carissa Y
Series 65
San Mateo, CA
Brickley Wealth Management
Carissa Yen is a Series 65 licensed financial advisor with three years of industry experience. She currently works at Brickley Wealth Management and previously held roles at Summitry LLC and Clarity Wealth Advisors LLC. Brickley Wealth Management serves individuals, trusts, pension and profit sharing plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence.
Stephen B
Series 66
San Mateo, CA
Brickley Wealth Management
Stephen Brickley is a financial advisor with Brickley Wealth Management in San Mateo, CA, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial from 1999 to 2017 and has been associated with Brickley & Company CPA since 1985. He serves as an appointed member of the Audit and Finance Committee for the Town of Atherton, CA. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with active and passive investment strategies, ESG screening, and manager due diligence, overseeing over $824 million in discretionary assets.
Tatiane S
Series 65
Elk Grove, CA
Brickley Wealth Management
Tatiane Saravia is a financial advisor at Brickley Wealth Management in Elk Grove, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Summitry (formerly Golub Group) for four years before joining Brickley Wealth Management in 2019. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a diversified, long-term investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and due diligence of third-party managers.
Aaron B
CFP®, Series 66
San Mateo, CA
Brickley Wealth Management
Aaron Brickley is a CFP® with 18 years of industry experience. He is a principal at Brickley Wealth Management, where he has worked since 2017. Prior to that, he was affiliated with LPL Financial for six years. Brickley Wealth Management provides portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a long-term, diversified investment approach that combines modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.
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