{ "crd_number": 158823, "slug": "sigfig-wealth-management-llc-san-francisco-ca-158823", "primary_business_name": "SIGFIG WEALTH MANAGEMENT LLC", "legal_name": "SIGFIG WEALTH MANAGEMENT LLC", "dbas": [], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2011-10-31", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-02-12", "carried_forward": false, "raum_total": 3580832476.0, "raum_discretionary": 3580832476.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 96, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 3375250059.0, "count": 106229 }, "high_net_worth_individuals": { "raum": 205582417.0, "count": 132 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "PR", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VI", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://connectinvest.cambridgesavings.com/SITE", "https://facebook.com/SIGFIGINSIDER", "https://instagram.com/SIGFIG", "https://linkedin.com/COMPANY/SIGFIG", "https://sigfig.com", "https://twitter.com/SIGFIGINSIDER" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158823", "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/sigfig-wealth-management-llc-san-francisco-ca-158823", "display_name": "Sigfig Wealth Management LLC", "summary": "Sigfig Wealth Management LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.", "citation": "AdvisorCensus. Sigfig Wealth Management LLC (CRD 158823): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Sigfig Wealth Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Sigfig Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Sigfig Wealth Management LLC located?", "a": "Sigfig Wealth Management LLC's principal office is in San Francisco, CA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Sigfig Wealth Management LLC registered with the SEC or a state?", "a": "Sigfig Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158823." }, { "q": "How much does Sigfig Wealth Management LLC manage?", "a": "Sigfig Wealth Management LLC reports $3,580,832,476 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary)." }, { "q": "How have Sigfig Wealth Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Sigfig Wealth Management LLC: Regulatory assets under management: $1,422,144,400 in the October 2021 data and $3,580,832,476 in the October 2026 data, up 152%. Total employees: 124 in October 2021 and 96 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Sigfig Wealth Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106,229); high net worth individuals (132)." }, { "q": "Which custodians does Sigfig Wealth Management LLC use?", "a": "Sigfig Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and Wells Fargo Advisors Financial Network, LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Sigfig Wealth Management LLC report any disciplinary disclosures?", "a": "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/158823" }, { "q": "What changed in Sigfig Wealth Management LLC's recent Form ADV filings?", "a": "In the March 2026 filing data: Regulatory assets under management went from $2,972,742,497 to $3,580,832,476 (+20%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1422144400.0, "total_employees": 124, "filing_date": "2021-08-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2301052950.0, "total_employees": 171, "filing_date": "2022-08-11" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2095432285.0, "total_employees": 168, "filing_date": "2023-08-14" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2797084452.0, "total_employees": 131, "filing_date": "2024-05-03" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2972742497.0, "total_employees": 125, "filing_date": "2025-05-13" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3580832476.0, "total_employees": 96, "filing_date": "2026-02-12" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Regulatory assets under management went from $2,972,742,497 to $3,580,832,476 (+20%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "affiliated": false }, { "name": "Wells Fargo Advisors Financial Network, LLC", "name_as_filed": "WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/sigfig-wealth-management-llc-san-francisco-ca-158823.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 106229, "fewer_than_5": false, "raum": 3375250059.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 132, "fewer_than_5": false, "raum": 205582417.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158823", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }