Eiger Wealth Management, LLC

RIASEC RegisteredEst. 2019

Total AUM

$339M

Discretionary

$329M

97% of AUM

Avg account

$597K

Accounts

567

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 304321
Registered since: June 27, 2019
Website: www.eigerwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI91.12%
Individuals4.78%
Pension & Profit Sharing Plans3.28%
Corporations / Businesses0.82%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eiger Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves individual and family clients and operates as a capital allocator, blending financial planning with portfolio management for individuals and small businesses. Its advisory services also include pension consulting, selection of third-party advisers, and educational seminars and workshops. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements. Eiger does not identify as an active ESG investor and is not described as a multi-state adviser.