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Brickley Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Brickley Wealth Management is a financial services firm based in San Mateo, California, that emphasizes an integrated approach to wealth management. The firm combines financial planning with tax expertise, offering clients a coordinated service where investment decisions and tax considerations influence one another. It operates as a fee-only fiduciary, committed to acting in clients' best interests. The team brings together Investment Advisors and CPAs to deliver guidance that is simple, effective, and tailored to individual goals.

Its clients include individuals, families, and business owners seeking a holistic plan to grow and protect wealth. The services span financial planning, investment management, tax planning and preparation, retirement planning, and estate and legacy planning, with a focus on coordinating tax strategy with overall financial decisions.

Find Brickley Wealth Management employees' phone numbers or email addresses

Brickley Wealth Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Brickley Wealth Management's Leadership

  • Stylized image of a person
    S. M.
    Client Services Manager
    Mobile Phone

Brickley Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Brickley Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. M.
    Client Services Manager
    Mobile Phone
    UNITED STATES
    Jul 09, 2024

Frequently Asked Questions

What is Brickley Wealth Management known for?

Minus sign iconPlus sign iconBrickley Wealth Management was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-650-638-****
. Explore Brickley Wealth Management's company overview page for more information.

What is Brickley Wealth Management's most common email format?

Minus sign iconPlus sign iconBrickley Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Brickley Wealth Management email formats with LeadIQ.

How many employees does Brickley Wealth Management have currently?

Minus sign iconPlus sign iconBrickley Wealth Management has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Brickley Wealth Management's key employees and leadership?

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As of July 2026, Brickley Wealth Management's key employees include:

  • Client Services Manager: S. M.

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