EIGER WEALTH MANAGEMENT, LLC
Adviser information for EIGER WEALTH MANAGEMENT, LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 480 | $259.8M |
| Non-Discretionary | 4 | $12.0M |
| Total | 484 | $271.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 35 | $14.6M |
| HNW Individuals | 64 | $240.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 4 | $13.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-116820 |
|---|---|
| SEC ERA File Number | 801-116820 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304321 |
| Legal Entity Identifier | None |
Principal Office
16855 WEST BERNARDO DRIVESUITE 310
SAN DIEGO
CA
United States
Monday - Friday, 8AM TO 5PM
Tel: 858-769-0100, Fax: 858-408-7945
Chief Compliance Officer
FABIAN WALDNER
PRINCIPAL
16855 WEST BERNARDO DRIVE
SUITE 310
SAN DIEGO
CA
United States
Tel:
(858) 769-0100
F*****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WALDNER, FABIAN, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER (MANAGING MEMBER) | 04/2019 | 50-75% |
| BRAMWELL, SCOTT, ROBERT | Individual | – | MANAGING MEMBER | 04/2019 | 50-75% |