|
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| Keyboard |
| Fig Wealth LLC
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|---|---|
| CRD # | 318369 |
| SEC # | 801-123159 |
| CIK # | |
| AUM | 286.5 M (2026-03-25) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 925-298-5840 |
| Address | 3466 Mt Diablo Blvd Lafayette, CA 94549 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 14.5 |
| (b) Individuals (high net worth individuals) | 108 | 271.9 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 286.5 |
| By Discretionary | ||
| Discretionary | 511 | 279.3 |
| Non-Discretionary | 11 | 7.2 |
| Total | 522 | 286.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.5 | |
| Total | 522 | 286.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kaizen Financial Strategies LLC
✚
|
CA | 287.1 M |
|
Landmark Wealth Management Inc
✚
|
IL | 287.0 M |
|
Pathways Wealth Management Inc
✚
|
287.0 M | |
|
Alchemi Wealth LLC
✚
|
CT | 286.9 M |
|
Otto & Associates Inc
✚
|
VT | 286.6 M |
|
Tritonpoint Partners LLC
✚
|
MD | 286.5 M |
|
Jim Saulnier & Associates LLC
✚
|
CO | 286.4 M |
|
Synchronous Wealth Advisors LLC
✚
|
286.1 M | |
|
LotusGroup Advisors LLC
✚
|
CO | 286.0 M |
|
Wesbanco Securities Inc
✚
|
OH | 285.9 M |