Briggs Wealth Management, Inc.
Briggs Wealth Management, Inc. is an SEC-registered wealth manager in Glastonbury, CT with $362.0M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Briggs Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125518, SEC 801-66556, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $362.0M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Glastonbury, CT
- Employees
- 6
- Clients
- 132
- CRD
- 125518
- Ownership
- BRIGGS, MARK, VINCENT
How much AUM does Briggs Wealth Management, Inc. have?
Briggs Wealth Management, Inc. reported $362.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Briggs Wealth Management, Inc.?
Disclosed owners and executives of Briggs Wealth Management, Inc. include BRIGGS, MARK, VINCENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.