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| Keyboard |
| Eiger Wealth Management LLC
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|---|---|
| CRD # | 304321 |
| SEC # | 801-116820 |
| CIK # | |
| AUM | 338.7 M (2026-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 858-769-0100 |
| Address | 16855 West Bernardo Drive San Diego, CA 92127 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 16.2 |
| (b) Individuals (high net worth individuals) | 78 | 308.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 338.7 |
| By Discretionary | ||
| Discretionary | 557 | 329.1 |
| Non-Discretionary | 10 | 9.7 |
| Total | 567 | 338.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.7 | |
| Total | 567 | 338.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
William Howard & Co Financial Advisors Inc
✚
|
TN | 342.1 M |
|
J Hagan Capital Inc
✚
|
KY | 341.8 M |
|
Smedley Financial Services Inc
✚
|
UT | 341.8 M |
|
Diversified Financial Management Associates Inc
✚
|
MA | 338.8 M |
|
Wetzel Investment Advisors Inc
✚
|
IN | 338.3 M |
|
Navigate Financial LLC
✚
|
UT | 337.9 M |
|
Assetgrade LLC
✚
|
MA | 337.7 M |
|
Bluedoor Private Wealth LLC
✚
|
MA | 337.3 M |
|
The Nalls Sherbakoff Group LLC
✚
|
TN | 337.1 M |
|
TRU Independence Asset Management LLC
✚
|
OR | 336.9 M |