Sigfig Wealth Management LLC

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Assets, Funds, Holdings

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Sigfig Wealth Management LLC
CRD #158823
SEC #801-72762
CIK #0001696957
AUM $2.1 BB (2023-03-14)
Employees 171 (5% Investors, 0% Brokers)
Phone855-974-4344
Address100 North Stone Avenue
Tucson, AZ 85701
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02010201420192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 41,305 2.1
(b) Individuals (high net worth individuals) 112 0.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 41,471 2.3
By Discretionary
Discretionary 41,471 2.3
Non-Discretionary 0 0.0
Total 41,471 2.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.3
Total 41,471 2.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001696957]
Comparable Firms State AUM ($BB)
Cardiff Park Advisors LLC
CA 2.2
Vigilant Capital Management LLC
ME 2.2
Northeast Investment Management Inc
MA 2.1
Connecticut Wealth Management LLC
CT 2.1
Avalor Investment AG
2.1
Sonora Investment Management Group LLC
AZ 2.0
Systematic Alpha Investments LLC
NJ 2.0
Charles D Hyman & Company
FL 2.0
Zemenick & Walker Inc
MO 2.0
Nichols & Pratt Advisers LLP
MA 1.9
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