Dakota
Dakota
Book a Demo
Talk to an Expert

Brickley Wealth Management

EST. AUM
$950,083,465

CONTACTS
4

CLIENT ACCOUNTS
549

Firm Details

Metro area San Francisco
CRD Number 287487
Website brickleywealth.com
Client types

Overview

In 1985, the Brickleys began specializing in handling income, trust, estate, and executive compensation tax planning matters. In 1999, the financial advisors of Brickley Wealth Management began offering independent investment advisory and financial planning. The firm prides itself in being able to attract and retain as clients: C-suite level executives and senior management across a number of industries (notably technology), as well as partners in CPA , investment, and law firms.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy