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BRIGGS WEALTH MANAGEMENT, INC.
CRD 125518 · SEC 801-66556
221 ADDISON ROAD, UNIT101, GLASTONBURY, CT, 06033, United States
Phone
860-633-8988
Fax
860-657-4878
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$362.0M
Discretionary AUM
$307.0M
Team
6 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING; TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $57.5M |
| High net worth individuals | 90 | $304.5M |
States served
NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD