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| Happy Holidays!! thanks for using AUM13F!! |
| Eiger Wealth Management LLC
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| CRD # | 304321 |
| SEC # | 801-116820 |
| CIK # | |
| AUM | $322.1 M (2025-02-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 858-769-0100 |
| Address | 16855 West Bernardo Drive San Diego, CA 92127 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 21.7 |
| (b) Individuals (high net worth individuals) | 68 | 283.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 14.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 322.1 |
| By Discretionary | ||
| Discretionary | 536 | 307.4 |
| Non-Discretionary | 13 | 14.7 |
| Total | 549 | 322.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.1 | |
| Total | 549 | 322.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Resurgent Financial Advisors LLC
✚
|
GA | 0.3 |
|
National Wealth Management Group LLC
✚
|
OH | 0.3 |
|
OMNI 360 Wealth Inc
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|
NJ | 0.3 |
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 0.3 |
|
Vista Investment Partners II LLC
✚
|
IN | 0.3 |
|
Oak Wealth Advisors LLC
✚
|
IL | 0.3 |
|
William Howard & Co Financial Advisors Inc
✚
|
TN | 0.3 |
|
Raleigh Capital Management Inc
✚
|
NC | 0.3 |
|
Atala Financial Inc
✚
|
CA | 0.3 |
|
Presper Financial Architects LLC
✚
|
OH | 0.3 |