B
Brigman Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,400,000
Total clients
38
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
38
Average account size
$142,105
About
Brigman Wealth Management serves individual investors and a limited number of business clients, providing discretionary portfolio management and advice across stocks, bonds, mutual funds, ETFs, government securities, annuities and money market investment trusts. The firm also maintains an active insurance license and may recommend or arrange insurance products as a supplemental service.
The firm's investment approach is grounded in fundamental securities analysis with a primarily long-term orientation while permitting occasional short-term trades, and it emphasizes selecting individual securities for client portfolios. The principal reviews managed accounts daily, operates with limited discretionary authority (for example, the firm does not withdraw client assets), and typically meets with clients at least annually to reassess risk tolerance and portfolio positions.
Notable operational features include a small scale—approximately $5.4 million in assets under management across about 38 clients—which the brochure indicates allows direct, hands-on oversight by the principal and no stated account minimums. The firm forwards proxy materials to clients rather than voting on their behalf, does not use soft-dollar brokerage arrangements, and relies on custodian statements rather than providing separate regular firm-generated reports.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $2,000,000: 1% to 2% depending on size and complexity $2,000,000+: Negotiable
Fee-only: Fees are based on percentage of assets under management; no commissions received from transactions
Main office location
Brigman Wealth Management
Holt MI, United States
Number of offices
1
Most active in
Brigman Wealth Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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