Ebi C. Mathew

BRICKLEY WEALTH MANAGEMENT

Belmont, CA

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CRD#: 6767277

Professional summary

Ebi C Mathew, who also goes by Ebi Mathew, is a registered financial advisor currently at BRICKLEY WEALTH MANAGEMENT located in Belmont, California.

Ebi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ebi has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ebi Mathew

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ebi C Mathew's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 18, 2025 - Present

BRICKLEY WEALTH MANAGEMENT

RIA

CRD#: 287487

Belmont, CA

Past

March 17, 2020 - September 25, 2024

WEALTH ARCHITECTS, LLC

RIA

CRD#: 135373

MOUNTAIN VIEW, CA

Past

July 5, 2018 - July 19, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

WALNUT CREEK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRICKLEY WEALTH MANAGEMENT

BRICKLEY WEALTH MANAGEMENT | BRICKLEY WEALTH MANAGEMENT, LLC

CRD#: 287487 / SEC#: 801-110453

RIA

Registered Investment Advisory firm - (5/2/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/18/2025)

IAR

Oregon
(2/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/31/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2018

General Securities Representative Examination

Current Firm

BRICKLEY WEALTH MANAGEMENT

BRICKLEY WEALTH MANAGEMENT | BRICKLEY WEALTH MANAGEMENT, LLC

CRD#: 287487 / SEC#: 801-110453

RIA

Registered Investment Advisory firm - (5/2/2017 Approved)

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Contact information

Main Address

161 W 25th Avenue Suite 204, San Mateo, CA 94403-2266

Mailing Address

161 W 25th Avenue Suite 204, San Mateo, CA 94403-2266

Phone number

(650) 638-0111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 B (7/29/2025)

ADV PART 2A - FIRM BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	539
AUM (Assets Under Management)	$ 824,282,906

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ebi C. Mathew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ebi C Mathew's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ARCHITECTS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

BRICKLEY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2020

Series 63

Date: 12/31/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2018

Current Firm

BRICKLEY WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRICKLEY WEALTH MANAGEMENT

TRUST BUT VERIFY

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