Overview
Assets Under Management: $322 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Frequently Asked Questions
EIGER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304321), EIGER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EIGER WEALTH MANAGEMENT, LLC is headquartered in SAN DIEGO, CA.
EIGER WEALTH MANAGEMENT, LLC serves 68 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, EIGER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
EIGER WEALTH MANAGEMENT, LLC manages $322 million in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, EIGER WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.88
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 549
Discretionary Accounts: 536
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 304321
Filing ID: 2032946
Last Filing Date: 2025-12-16 15:18:43
Website: 0