SIGFIG WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 158823
- Registered since
- October 31, 2011
- Website
- www.sigfig.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals94.26%
- HNWI5.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sigfig Wealth Management LLC operates as an adviser focused on individual and family clients, delivering portfolio management services for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and was registered with the SEC in 2011. Its reported activity shows a strong tilt toward public funds—primarily pooled products such as ETFs and mutual funds—suggesting a model that favors broad-market exposure and liquid, scalable implementations rather than concentrated individual-stock portfolios. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser on its snapshot, though it maintains multiple office locations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 6DANIEL MERCURIO
Chief Operating OfficerCRD 4678747
ROGER FONG
CTOCRD 5968174
MICHAEL SHA
CEOCRD 5968172
Contacts
2 of 2AARON GUBIN
Co-FounderCRD 6331310
BYUNG KIM
Senior TraderCRD 2890136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 170Active vs passive
$3.6B in ETFs
95%
$3.5B
4%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $576M | 4,042,349 | 15.85% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 2443 Fillmore St
- Time zone
- PT (UTC-8)
- Office locations
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