Insights

Integrated planning Holistic service offering combines financial planning, investment management, and tax planning under one roof, creating cross-sell opportunities for tax services, estate planning, and wealth protection solutions.

Fiduciary positioning As a fee-only fiduciary firm, emphasize trust and alignment with client interests to open doors for premium advisory services, estate planning, and ongoing financial coaching with high-value prospects.

CPA and CFP leverage Leverage the unique combination of CPAs and CFP professionals to position bundled advisory packages that integrate tax optimization with investment strategy, appealing to high-net-worth individuals and business owners.

Growth signals Revenue range indicates a small but scalable practice; target growth through expanded client segments such as business owners and families seeking comprehensive planning and tax efficiency.

Technology moat Utilize tech stack strengths (Calendly, Google Workspace, clarity tools, analytics) to offer streamlined onboarding, ongoing client engagement, and data-driven advisory experiences as a differentiator in a crowded market.

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Brickley Wealth Management Tech Stack

Brickley Wealth Management uses 8 technology products and services including LinkedIn Ads, Microsoft Clarity, Visual Website Optimizer, and more. Explore Brickley Wealth Management's tech stack below.

LinkedIn Ads
Advertising
Microsoft Clarity
Analytics
Visual Website Optimizer
Analytics
Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
OneTrust
Cookie Compliance
Squarespace Commerce
E-commerce
Google Workspace
Email

Media & News

Brickley Wealth invests into assets: stake in iShares Core MSCI.
Brickley Wealth Management purchased a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.
Dec 12, 2018 | www.fairfieldcurrent.com

Brickley Wealth Management's Email Address Formats

Brickley Wealth Management uses at least 1 email format:

Brickley Wealth Management Email Formats	Example	Percentage
First@brickleywealth.com	John@brickleywealth.com	100%

Frequently Asked Questions

What is Brickley Wealth Management's phone number?

You can contact Brickley Wealth Management's main corporate office by phone at

+1-650-638-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brickley Wealth Management's official website and social media links?

Brickley Wealth Management's official website is brickleywealth.com and has social profiles on LinkedIn.

How much revenue does Brickley Wealth Management generate?

As of October 2026, Brickley Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Brickley Wealth Management's NAICS code?

Brickley Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Brickley Wealth Management have currently?

As of October 2026, Brickley Wealth Management has approximately 8 employees across 1 continents, including North America. Key team members include Client Services Manager: S. M. Explore Brickley Wealth Management's employee directory with LeadIQ.

What industry does Brickley Wealth Management belong to?

Brickley Wealth Management operates in the Financial Services industry.

What technology does Brickley Wealth Management use?

Brickley Wealth Management's tech stack includes LinkedIn Ads, Microsoft Clarity, Visual Website Optimizer, Calendly, Amazon Web Services, OneTrust, Squarespace Commerce and Google Workspace.

What is Brickley Wealth Management's email format?

Brickley Wealth Management's email format typically follows the pattern of First@brickleywealth.com. Find more Brickley Wealth Management email formats with LeadIQ.

When was Brickley Wealth Management founded?

Brickley Wealth Management was founded in 1999.

Brickley Wealth Management

Q: How many employees does Brickley Wealth Management have currently?

Brickley Wealth Management has approximately 8 employees.

Q: What technology does Brickley Wealth Management use?

Brickley Wealth Management's tech stack includes Trident AB, Facebook Pixel, HubSpot, JSON-LD, Cloudflare.

Q: What is Brickley Wealth Management's NAICS code?

Brickley Wealth Management's NAICS code is 52 (Finance and Insurance).

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.