Sponsor portfolio
BRICKLEY WEALTH MANAGEMENT
EIN 82-1096907financial servicesLatest filing 2025
Plans
1
Retirement
1
$12.2M assets
Welfare
0
Participants
9
161 W. 25TH AVENUE SUITE #204 - SAN MATEO, CA 94403650-638-0111brickleywealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BRICKLEY WEALTH MANAGEMENT 401(K) PLAN | 401k | $12.2M | 9 | 2025 |
Retirement plans