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| Briggs Wealth Management Inc
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|
|---|---|
| CRD # | 125518 |
| SEC # | 801-66556 |
| CIK # | 0002109156 |
| AUM | $362.0 M (2026-02-11) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 860-633-8988 |
| Address | 221 Addison Road Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.1 | ||
| Microsoft Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 57.5 |
| (b) Individuals (high net worth individuals) | 90 | 304.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 689 | 362.0 |
| By Discretionary | ||
| Discretionary | 599 | 307.0 |
| Non-Discretionary | 90 | 55.0 |
| Total | 689 | 362.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.0 | |
| Total | 689 | 362.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109156] |
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|---|---|---|
|
TL Private Wealth LLC
✚
|
TX | 0.4 |
|
Synergy Financial Group Ltd
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|
0.4 | |
|
Solitude Financial Services Inc
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VA | 0.4 |
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Crestmont Private Wealth LLC
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TX | 0.4 |
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Pace Financial Advisors Inc
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OR | 0.4 |
|
Sierra Investment Management LLC
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CA | 0.4 |
|
Sonata Capital Group Inc
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|
WA | 0.4 |
|
Cascade Investment Advisors Inc
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|
OR | 0.4 |
|
Kessler Investment Group LLC
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|
IN | 0.4 |
|
Novak & Powell Financial Services Inc
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|
FL | 0.4 |