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Aaron Michael Brickley

Investment adviser representative at Brickley Wealth Management
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$950.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Brickley Wealth ManagementJun 2017 to now
  2. LPL Financial LLCApr 2011 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (CA, OR).

Brickley Wealth Management

$950.1MAssets managed
196Clients
6Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5326096
Firm CRD
287487
Advisor's SEC record (opens in a new tab)
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