# Eiger Wealth Management, LLC

> Eiger Wealth Management, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 304321
- Filed as: EIGER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304321
- AdvisorCensus page: https://advisorcensus.com/firm/eiger-wealth-management-llc-san-diego-ca-304321

## Quick answers

**How is Eiger Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eiger Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Eiger Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Eiger Wealth Management, LLC located?**
Eiger Wealth Management, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Eiger Wealth Management, LLC registered with the SEC or a state?**
Eiger Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304321.

**How much does Eiger Wealth Management, LLC manage?**
Eiger Wealth Management, LLC reports $338,734,885 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (97% discretionary).

**How have Eiger Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Eiger Wealth Management, LLC: Regulatory assets under management: $250,386,758 in the October 2021 data and $338,734,885 in the October 2026 data, up 35%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eiger Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (78); individuals (other than high net worth individuals) (40).

**Which custodians does Eiger Wealth Management, LLC use?**
Eiger Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Eiger Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304321

**What changed in Eiger Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Registered or notice-filed in UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Asset-based fee: 1% of assets a year

> Most clients are charged an annual Investment Advisory Fee of 1.0% of assets under management. Eiger reserves the right to reduce said fee for larger portfolios or increase it for smaller and more complex portfolios.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $338,734,885
- Discretionary: $329,063,344
- Non-discretionary: $9,671,541

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $16,194,390 |
| High net worth individuals | 78 | $308,663,111 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $11,106,930 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,770,454 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eigerwealth.com
- Facebook facebook.com
- Instagram @eigerwealth
- LinkedIn @40693769
- X @EigerWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $250,386,758 | 4 | July 13, 2021 |
| October 2022 | $266,814,059 | 4 | September 20, 2022 |
| October 2023 | $263,923,892 | 4 | March 13, 2023 |
| October 2024 | $271,841,458 | 4 | March 1, 2024 |
| October 2025 | $322,112,912 | 5 | February 25, 2025 |
| October 2026 | $338,734,885 | 6 | March 19, 2026 |

Regulatory assets under management: $250,386,758 in the October 2021 data and $338,734,885 in the October 2026 data, up 35%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in UT.

### January 2026
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eiger Wealth Management, LLC (CRD 304321): Form ADV filing data as of October 2026.