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Firm profile

Briggs Wealth Management, Inc..

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBRIGGS, MARK, VINCENT

Advisory services offered

3 types reported
Financial Planning Services
Other advisory services
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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.