BRIGGS WEALTH MANAGEMENT, INC.
CRD #125518 SEC #801-66556 GLASTONBURY, CT 860-633-8988
SEC Registered
Total AUM
$258.7M
Discretionary
$204.4M
Employees
6
Clients
101
Accounts
696
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $258.7M | $204.4M | $54.4M | 6 | 6 |
| Jun 2025 | $258.7M | $204.4M | $54.4M | 6 | 6 |
| Feb 2025 | $258.7M | $204.4M | $54.4M | 6 | 6 |
| Jan 2025 | $258.7M | $204.4M | $54.4M | 6 | 6 |
| Dec 2024 | $222.7M | $168.8M | $53.9M | 6 | 7 |
| Dec 2024 | $222.7M | $168.8M | $53.9M | 6 | 7 |
| Nov 2024 | $222.7M | $168.8M | $53.9M | 6 | 7 |
| Feb 2024 | $222.7M | $168.8M | $53.9M | 6 | 7 |
| Feb 2024 | $222.7M | $168.8M | $53.9M | 6 | 7 |
| Feb 2023 | $195.1M | $144M | $51.1M | 6 | 7 |
| Feb 2023 | $195.1M | $144M | $51.1M | 6 | 7 |
| Jan 2022 | $213.8M | $154.2M | $59.5M | 6 | 8 |
| Jan 2022 | $213.8M | $154.2M | $59.5M | 6 | 8 |
| Dec 2021 | $202.3M | $147.9M | $54.4M | 5 | 5 |
| Dec 2021 | $202.3M | $147.9M | $54.4M | 5 | 5 |
| Nov 2021 | $202.3M | $147.9M | $54.4M | 5 | 5 |
| Oct 2021 | $202.3M | $147.9M | $54.4M | 5 | 5 |
| Feb 2021 | $202.3M | $147.9M | $54.4M | 5 | 5 |
| Feb 2021 | $202.3M | $147.9M | $54.4M | 5 | 5 |
| Oct 2020 | $169.2M | $116M | $53.2M | 4 | 4 |
| May 2020 | $169.2M | $116M | $53.2M | 4 | 4 |
| Jan 2020 | $169.2M | $116M | $53.2M | 4 | 4 |
| Feb 2019 | $144.9M | $95.8M | $49.1M | 5 | 5 |
| Jan 2018 | $154.4M | $101M | $53.4M | 4 | 3 |
| Mar 2017 | $135M | $89.4M | $45.6M | 5 | 26 |
| Jan 2017 | $135M | $89.4M | $45.6M | 5 | 26 |
| Feb 2016 | $132.5M | $87.9M | $44.5M | 5 | 26 |
| Feb 2015 | $129.8M | $85.8M | $44M | 6 | 26 |
| Feb 2014 | $118.7M | $79.9M | $38.8M | 3 | 26 |
| Feb 2013 | $101.9M | $70.3M | $31.6M | 3 | 26 |
| Jan 2012 | $90.6M | $59.7M | $30.9M | 1 | 26 |
| Oct 2010 | $67.2M | $41.6M | $25.6M | 5 | -- |
| Mar 2010 | $67.2M | $41.6M | $25.6M | 5 | -- |
| Oct 2009 | $58.9M | $35.3M | $23.6M | 5 | -- |
| Mar 2008 | $73.3M | $44M | $29.3M | 5 | -- |
| Jan 2007 | $63.6M | $16.5M | $47.1M | 5 | -- |
| Dec 2006 | $50.2M | $0 | $50.2M | 5 | -- |
DateJul 2025
Total AUM$258.7M
Discretionary$204.4M
Non-Disc.$54.4M
Employees6
Clients6
DateJun 2025
Total AUM$258.7M
Discretionary$204.4M
Non-Disc.$54.4M
Employees6
Clients6
DateFeb 2025
Total AUM$258.7M
Discretionary$204.4M
Non-Disc.$54.4M
Employees6
Clients6
DateJan 2025
Total AUM$258.7M
Discretionary$204.4M
Non-Disc.$54.4M
Employees6
Clients6
DateDec 2024
Total AUM$222.7M
Discretionary$168.8M
Non-Disc.$53.9M
Employees6
Clients7
DateDec 2024
Total AUM$222.7M
Discretionary$168.8M
Non-Disc.$53.9M
Employees6
Clients7
DateNov 2024
Total AUM$222.7M
Discretionary$168.8M
Non-Disc.$53.9M
Employees6
Clients7
DateFeb 2024
Total AUM$222.7M
Discretionary$168.8M
Non-Disc.$53.9M
Employees6
Clients7
DateFeb 2024
Total AUM$222.7M
Discretionary$168.8M
Non-Disc.$53.9M
Employees6
Clients7
DateFeb 2023
Total AUM$195.1M
Discretionary$144M
Non-Disc.$51.1M
Employees6
Clients7
DateFeb 2023
Total AUM$195.1M
Discretionary$144M
Non-Disc.$51.1M
Employees6
Clients7
DateJan 2022
Total AUM$213.8M
Discretionary$154.2M
Non-Disc.$59.5M
Employees6
Clients8
DateJan 2022
Total AUM$213.8M
Discretionary$154.2M
Non-Disc.$59.5M
Employees6
Clients8
DateDec 2021
Total AUM$202.3M
Discretionary$147.9M
Non-Disc.$54.4M
Employees5
Clients5
DateDec 2021
Total AUM$202.3M
Discretionary$147.9M
Non-Disc.$54.4M
Employees5
Clients5
DateNov 2021
Total AUM$202.3M
Discretionary$147.9M
Non-Disc.$54.4M
Employees5
Clients5
DateOct 2021
Total AUM$202.3M
Discretionary$147.9M
Non-Disc.$54.4M
Employees5
Clients5
DateFeb 2021
Total AUM$202.3M
Discretionary$147.9M
Non-Disc.$54.4M
Employees5
Clients5
DateFeb 2021
Total AUM$202.3M
Discretionary$147.9M
Non-Disc.$54.4M
Employees5
Clients5
DateOct 2020
Total AUM$169.2M
Discretionary$116M
Non-Disc.$53.2M
Employees4
Clients4
DateMay 2020
Total AUM$169.2M
Discretionary$116M
Non-Disc.$53.2M
Employees4
Clients4
DateJan 2020
Total AUM$169.2M
Discretionary$116M
Non-Disc.$53.2M
Employees4
Clients4
DateFeb 2019
Total AUM$144.9M
Discretionary$95.8M
Non-Disc.$49.1M
Employees5
Clients5
DateJan 2018
Total AUM$154.4M
Discretionary$101M
Non-Disc.$53.4M
Employees4
Clients3
DateMar 2017
Total AUM$135M
Discretionary$89.4M
Non-Disc.$45.6M
Employees5
Clients26
DateJan 2017
Total AUM$135M
Discretionary$89.4M
Non-Disc.$45.6M
Employees5
Clients26
DateFeb 2016
Total AUM$132.5M
Discretionary$87.9M
Non-Disc.$44.5M
Employees5
Clients26
DateFeb 2015
Total AUM$129.8M
Discretionary$85.8M
Non-Disc.$44M
Employees6
Clients26
DateFeb 2014
Total AUM$118.7M
Discretionary$79.9M
Non-Disc.$38.8M
Employees3
Clients26
DateFeb 2013
Total AUM$101.9M
Discretionary$70.3M
Non-Disc.$31.6M
Employees3
Clients26
DateJan 2012
Total AUM$90.6M
Discretionary$59.7M
Non-Disc.$30.9M
Employees1
Clients26
DateOct 2010
Total AUM$67.2M
Discretionary$41.6M
Non-Disc.$25.6M
Employees5
Clients--
DateMar 2010
Total AUM$67.2M
Discretionary$41.6M
Non-Disc.$25.6M
Employees5
Clients--
DateOct 2009
Total AUM$58.9M
Discretionary$35.3M
Non-Disc.$23.6M
Employees5
Clients--
DateMar 2008
Total AUM$73.3M
Discretionary$44M
Non-Disc.$29.3M
Employees5
Clients--
DateJan 2007
Total AUM$63.6M
Discretionary$16.5M
Non-Disc.$47.1M
Employees5
Clients--
DateDec 2006
Total AUM$50.2M
Discretionary$0
Non-Disc.$50.2M
Employees5
Clients--