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⚲
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| Sigfig Wealth Management LLC
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|
|
|---|---|
| CRD # | 158823 |
| SEC # | 801-72762 |
| CIK # | 0001696957 |
| AUM | $3.0 B (2025-05-13) |
| Employees | 125 (5% Investors, 0% Brokers) |
| Phone | 855-974-4344 |
| Address | 2443 Fillmore Street San Francisco, CA 94115 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87,386 | 2.8 |
| (b) Individuals (high net worth individuals) | 94 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 93,977 | 3.0 |
| By Discretionary | ||
| Discretionary | 93,977 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 93,977 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 93,977 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001696957] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pittenger & Anderson Inc
✚
|
NE | 3.3 |
|
Northeast Investment Management Inc
✚
|
MA | 2.9 |
|
Montag A & Associates Inc
✚
|
GA | 2.7 |
|
Systematic Alpha Investments LLC
✚
|
NJ | 2.7 |
|
Cardiff Park Advisors LLC
✚
|
2.7 | |
|
Waters Parkerson & Co LLC
✚
|
LA | 2.7 |
|
Diversify Wealth Management LLC
✚
|
UT | 2.5 |
|
Sonora Investment Management Group LLC
✚
|
AZ | 2.4 |
|
Zemenick & Walker Inc
✚
|
MO | 2.4 |
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2.3 |