|
⚲
|
| FIG Wealth LLC
✚
|
|
|---|---|
| CRD # | 318369 |
| SEC # | 801-123159 |
| CIK # | |
| AUM | $255.7 M (2025-03-24) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 925-298-5840 |
| Address | 3466 Mt Diablo Blvd Lafayette, CA 94549 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 13.0 |
| (b) Individuals (high net worth individuals) | 105 | 242.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 255.7 |
| By Discretionary | ||
| Discretionary | 503 | 249.1 |
| Non-Discretionary | 13 | 6.6 |
| Total | 516 | 255.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.7 | |
| Total | 516 | 255.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heritage Asset Advisors Ltd LLP
✚
|
0.3 | |
|
Opinicus Capital Inc
✚
|
FL | 0.3 |
|
Bull Street Advisors LLC
✚
|
GA | 0.3 |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.3 |
|
RWQ Financial Management Services Inc
✚
|
0.3 | |
|
Wela Strategies Inc
✚
|
GA | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |
|
BURK Holdings LLC
✚
|
OK | 0.3 |
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 0.3 |
|
Summit Investment Advisors Inc
✚
|
MD | 0.3 |