GLASTONBURY, CTCRD 125518Latest ADV February 11, 2026
Briggs Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Glastonbury, CT. Its latest Form ADV filing, dated February 11, 2026, reports $362M in regulatory assets under management, 6 employees, and 689 accounts.
Assets Under Management
$362M
Employees
6
Offices
--
Total Clients
132
Primary office
GLASTONBURY, CT
221 ADDISON ROAD, UNIT101, GLASTONBURY, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
90
2
Individuals
31.8%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$362Mas of February 11, 2026
Discretionary84.8%
$307M
85% of total RAUM84.8%
Non-discretionary15.2%
$55M
15% of total RAUM15.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$362M
Total Accounts689
10Y AUM Change+$227M (+168.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee22:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.