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| Happy Holidays!! thanks for using AUM13F!! |
| Briggs Wealth Management Inc
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|---|---|
| CRD # | 125518 |
| SEC # | 801-66556 |
| CIK # | |
| AUM | $258.7 M (2025-07-02) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 860-633-8988 |
| Address | 221 Addison Road Glastonbury, CT 06033 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 38.4 |
| (b) Individuals (high net worth individuals) | 87 | 220.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 696 | 258.7 |
| By Discretionary | ||
| Discretionary | 597 | 204.4 |
| Non-Discretionary | 99 | 54.4 |
| Total | 696 | 258.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.7 | |
| Total | 696 | 258.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shaker Financial Services LLC
✚
|
MD | 0.3 |
|
NVNG Investments Inc
✚
|
MI | 0.3 |
|
Lynch Asset Management Inc
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|
0.3 | |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.3 |
|
Grant Koehler & Levin Ltd
✚
|
0.3 | |
|
Wilmington Capital Securities LLC
✚
|
NY | 0.3 |
|
Codex Capital Asset Management LLC
✚
|
0.3 | |
|
GPM Growth Investors Inc
✚
|
MI | 0.3 |
|
Meridian Financial LLC
✚
|
MA | 0.3 |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 0.3 |