# Sigfig Wealth Management LLC

> 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.

- CRD: 158823
- Filed as: SIGFIG WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158823
- AdvisorCensus page: https://advisorcensus.com/firm/sigfig-wealth-management-llc-san-francisco-ca-158823

## Quick answers

**How is Sigfig Wealth Management LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sigfig Wealth Management LLC located?**
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).

**Is Sigfig Wealth Management LLC registered with the SEC or a state?**
Sigfig Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158823.

**How much does Sigfig Wealth Management LLC manage?**
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).

**How have Sigfig Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Sigfig Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106,229); high net worth individuals (132).

**Which custodians does Sigfig Wealth Management LLC use?**
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.

**Does Sigfig 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/158823

**What changed in Sigfig Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $2,972,742,497 to $3,580,832,476 (+20%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- Wells Fargo Advisors Financial Network, LLC

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: $3,580,832,476
- Discretionary: $3,580,832,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106,229 | $3,375,250,059 |
| High net worth individuals | 132 | $205,582,417 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (14 years)
- Employees: 96 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Noida

### Websites listed on Form ADV (Item 1.I)
- connectinvest.cambridgesavings.com/SITE
- sigfig.com
- Facebook @SIGFIGINSIDER
- Instagram @SIGFIG
- LinkedIn @SIGFIG
- X @SIGFIGINSIDER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,422,144,400 | 124 | August 16, 2021 |
| October 2022 | $2,301,052,950 | 171 | August 11, 2022 |
| October 2023 | $2,095,432,285 | 168 | August 14, 2023 |
| October 2024 | $2,797,084,452 | 131 | May 3, 2024 |
| October 2025 | $2,972,742,497 | 125 | May 13, 2025 |
| October 2026 | $3,580,832,476 | 96 | February 12, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $2,972,742,497 to $3,580,832,476 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sigfig Wealth Management LLC (CRD 158823): Form ADV filing data as of October 2026.