Briggs Wealth Management, Inc.
● SEC registered since 2006CRD 125518SEC# 801-66556Glastonbury, CT
Reg. AUM
$362M
Employees
6
Accounts
689
Location
Glastonbury, CT
Briggs Wealth Management, Inc. assets under management
Briggs Wealth Management, Inc. operates as an SEC-registered investment adviser based in Glastonbury, CT. The firm has been registered since 2006. It reports $362 million in regulatory assets under management and employs 6 people.
Briggs Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Vincent Briggs Control | President/Chief Compliance Officer | Over 75% | 2000 |
Frequently asked questions
How much does Briggs Wealth Management, Inc. manage?
Briggs Wealth Management, Inc. reports $362 million in regulatory assets under management on its Form ADV.
How many employees does Briggs Wealth Management, Inc. have?
Briggs Wealth Management, Inc. reports 6 employees.
Where is Briggs Wealth Management, Inc. located?
Briggs Wealth Management, Inc. is based in Glastonbury, CT and has been SEC-registered since 2006.
Does Briggs Wealth Management, Inc. disclose fund performance?
Briggs Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 221 Addison Road, Unit101, Glastonbury, CT 06033 |
| Phone | 860-633-8988 |
| Fax | 860-657-4878 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$362M▲ 40%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$362Mregulatory AUM
Discretionary $307MNon-discretionary $55M