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SIGFIG WEALTH MANAGEMENT LLC
CRD 158823File 801-72762
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.58B
Top 25% of cohort (national)
Discretionary AUM
$3.58B
Clients
106,361
106,361 accounts
Employees
96
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 31, 2011
- Principal office
- 2443 FILLMORE STREET, SUITE 380-1512, SAN FRANCISCO, CA, 94115
- Phone
- 855-974-4344
- Website
- HTTPS://WWW.SIGFIG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.58B
- Discretionary AUM
- $3.58B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 106,361
- Non-discretionary accounts
- 0
- Total accounts
- 106,361
- AUM per client
- $34K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 132 | $205.6M |
| Individuals (other than high net worth individuals) | 106,229 | $3.38B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 125 | 96 | decreased by29 |
| Mar 1, 2026 | Clients | 87,480 | 106,361 | increased by18,881 |
| Mar 1, 2026 | AUM | $2,972,742,497 | $3,580,832,476 | increased by$608,089,979 |
| Mar 1, 2026 | Accounts | 93,977 | 106,361 | increased by12,384 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 171 | 125 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41,417 | 87,480 | increased by46,063 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,301,052,950 | $2,972,742,497 | increased by$671,689,547 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 41,471 | 93,977 | increased by52,506 |
| Apr 1, 2022 | Employees | 124 | 171 | increased by47 |
| Apr 1, 2022 | Clients | 26,791 | 41,417 | increased by14,626 |
| Apr 1, 2022 | AUM | $1,422,144,400 | $2,301,052,950 | increased by$878,908,550 |
| Apr 1, 2022 | Accounts | 26,791 | 41,471 | increased by14,680 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SIGFIG WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIGFIG WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.