CRD: 125518
Briggs Wealth Management, Inc.
$362.0M Total AUM
$307.0M Disc. AUM
22.9% 3Y CAGR
6 Employees
137 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- BridgeZenith wave
- Established Date
- 10-19-2000
- Office Locations
- 1
Office Locations
221 Addison Rd. Glastonbury CT
About Briggs Wealth Management, Inc.
Briggs Wealth Management is a CPA-led RIA in Glastonbury, CT providing tax-integrated financial planning and fiduciary wealth management for individuals and families, with experience educating physicians and residents at Connecticut Children's Hospital. Portfolios commonly use ETFs and mutual funds, and the firm’s custody relationship includes Charles Schwab.
Team overview
-- AVG AGE
$181.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
10.9 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Pioneer Signal
Client Personas
Foundation horizon Ridge delta
Custodian
Capital element Oak horizon
Investment Themes
Peak Timber Legacy Vital oak Vital
Investment Vehicles
Radial
Services
Fusion Insight oak Focus Unison Ember Summit Unison value Vital delta Wave meridian Harbor Prime Beacon glacier
Technology
Horizon North wave
Owner & Executives
MARK VINCENT BRIGGS
Chief Compliance Officer, Owner, President, Principal
- CRD
- #2898839
- Ownership
- 75% or more
(678) 735-1838
catalyst.horizon@vectorcapital.com
in linkedin.com/in/signal-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
B
Benjamin James Carlson
--
- CRD
- #8159090
(308) 657-2264
alpha.frontier@bridgecapital.com
in linkedin.com/in/north-insight
W
WILLIAM NALDO RODRIGUEZ
Associate
- CRD
- #4770622
(236) 908-9825
oak.summit@momentumcapital.com
in linkedin.com/in/unison-foundation
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,977,699 | $512,484 |
| Non-Discretionary | $55,048,639 | $611,652 |
| Total | $362,026,338 | $525,437 |
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Separately Managed Accounts
Total SMA Asset: $362,026,338
Cash:
29.0% Equity - Exchange:
11.2% Public Funds:
22.8% Other:
8.6% U.S. Government/Agency:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,084,096,309 | 29.0% |
| Equity - Exchange | $804,892,367 | 11.2% |
| Public Funds | $1,638,530,891 | 22.8% |
| Other | $618,042,354 | 8.6% |
| U.S. Government/Agency | $2,040,977,074 | 28.4% |
| Total | $7,186,538,995 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA EAGLE | VERTEX ATLAS | WYXDXCQN3 | HUEM | 7.19% | $66,646,822 |
| FRONTIER UNISON BEACON | EAGLE ATLAS | H6VZG02TN | MWD | 2.89% | $100,553,263 |
| VECTOR DELTA SIGNAL | MATRIX DELTA | 1JUZAHK0P | LVXV | 7.70% | $36,682,698 |
| INSIGHT MOMENTUM EAGLE | FUSION FOUNDATION | JFV8D6L7C | ZCI | 1.11% | $24,741,007 |
| RADIAL VERTEX | MATRIX ALPHA | GE3EO1MX5 | ROO | 6.56% | $83,539,764 |
| FUSION ZENITH | VITAL DELTA | YHB2U45QW | ZFSRG | 11.80% | $20,713,030 |
| BRIDGE TIMBER | FOCUS CATALYST | DREQD4XVG | SXK | 4.48% | $48,418,852 |
| MERIDIAN PRIME ATLAS | ATLAS ELEMENT | 2RTXMJFDQ | JLHML | 7.59% | $8,073,311 |