{
  "crd_number": 125518,
  "slug": "briggs-wealth-management-inc-glastonbury-ct-125518",
  "primary_business_name": "BRIGGS WEALTH MANAGEMENT, INC.",
  "legal_name": "BRIGGS WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Glastonbury",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-06-30",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 362026338.0,
  "raum_discretionary": 306977699.0,
  "raum_non_discretionary": 55048639.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 57495019.0,
      "count": 42
    },
    "high_net_worth_individuals": {
      "raum": 304531319.0,
      "count": 90
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "NH"
  ],
  "websites": [
    "https://briggswealthmgmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125518",
  "city_as_filed": "GLASTONBURY",
  "url": "https://advisorcensus.com/firm/briggs-wealth-management-inc-glastonbury-ct-125518",
  "display_name": "Briggs Wealth Management, Inc.",
  "summary": "Briggs Wealth Management, Inc. is an SEC-registered investment advisory firm in Glastonbury, CT, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. Briggs Wealth Management, Inc. (CRD 125518): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Briggs Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Briggs Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Briggs Wealth Management, Inc. located?",
      "a": "Briggs Wealth Management, Inc.'s principal office is in Glastonbury, CT, according to its Form ADV."
    },
    {
      "q": "Is Briggs Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Briggs Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 125518."
    },
    {
      "q": "How much does Briggs Wealth Management, Inc. manage?",
      "a": "Briggs Wealth Management, Inc. reports $362,026,338 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (85% discretionary)."
    },
    {
      "q": "How have Briggs Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Briggs Wealth Management, Inc.: Regulatory assets under management: $202,325,209 in the October 2021 data and $362,026,338 in the October 2026 data, up 79%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Briggs Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (90); individuals (other than high net worth individuals) (42)."
    },
    {
      "q": "Which custodians does Briggs Wealth Management, Inc. use?",
      "a": "Briggs Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Briggs Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125518"
    },
    {
      "q": "What changed in Briggs Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $258,725,939 to $362,026,338 (+40%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 202325209.0,
      "total_employees": 5,
      "filing_date": "2021-02-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 213784594.0,
      "total_employees": 6,
      "filing_date": "2022-01-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 195111638.0,
      "total_employees": 6,
      "filing_date": "2023-02-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 222711368.0,
      "total_employees": 6,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 258725939.0,
      "total_employees": 6,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 362026338.0,
      "total_employees": 6,
      "filing_date": "2026-02-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $258,725,939 to $362,026,338 (+40%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/briggs-wealth-management-inc-glastonbury-ct-125518.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 57495019.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 304531319.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125518",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}