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They include 90 high-net-worth individuals and 42 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Briggs Wealth Management offer?","answer":"Briggs Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Briggs Wealth Management charge?","answer":"Briggs Wealth Management charges 0.75%–1.25% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $12,000 annual minimum and requires an account of at least $1,000,000.","source":"BRIGGS WEALTH MANAGEMENT FORM ADV PART 2A (FEBRUARY 4, 2026), filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Briggs Wealth Management use?","answer":"Briggs Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $362M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Briggs Wealth Management have?","answer":"Briggs Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Briggs Wealth Management invest in?","answer":"At the end of its last fiscal year, Briggs Wealth Management’s separately managed accounts held 28% exchange-traded equities, 28% cash and equivalents, 27% registered funds (mutual funds, ETFs, BDCs), 12% other and 4% U.S. government and agency bonds. The 12% other category is described as: Annuities, Private Reits, Structured Products, Private Reits.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Briggs Wealth Management have a minimum investment?","answer":"Yes, Briggs Wealth Management’s minimum account size for its Portfolio Management Services is $1M. It charges a $12K annual minimum fee.","source":"BRIGGS WEALTH MANAGEMENT FORM ADV PART 2A (FEBRUARY 4, 2026), filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Briggs Wealth Management?","answer":"Briggs Wealth Management’s direct owner is Mark Briggs (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Briggs Wealth Management get paid?","answer":"Briggs Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Briggs Wealth Management registered with the SEC?","answer":"Yes, Briggs Wealth Management has been registered with the SEC as an investment adviser since 30 June 2006. Its CRD number is 125518 and its SEC file number is 801-66556.","source":"Form ADV Part 1A, Item 1, filed 11 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Briggs Wealth Management?","answer":"Briggs Wealth Management’s main office is at 221 Addison Road, Unit101, Glastonbury, CT 06033. Its phone number is 860-633-8988. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}