Fig Wealth, LLC
● SEC registered since 2022CRD 318369SEC# 801-123159Lafayette, CA
Reg. AUM
$286.5M
Employees
6
Accounts
522
Location
Lafayette, CA
Fig Wealth, LLC assets under management
Fig Wealth, LLC is an investment advisory firm registered with the SEC based in Lafayette, CA. The firm has been registered since 2022. It reports $286.5 million in regulatory assets under management and employs 6 people.
Fig Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Daniel Gallegos Control | Sole Member | Over 75% | 2021 |
| Michael David Gonzales Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2021 |
Frequently asked questions
How much does Fig Wealth, LLC manage?
Fig Wealth, LLC reports $286.5 million in regulatory assets under management on its Form ADV.
How many employees does Fig Wealth, LLC have?
Fig Wealth, LLC reports 6 employees.
Where is Fig Wealth, LLC located?
Fig Wealth, LLC is based in Lafayette, CA and has been SEC-registered since 2022.
Does Fig Wealth, LLC disclose fund performance?
Fig Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3466 Mt. Diablo Blvd., Suite C-201, Lafayette, CA 94549 |
| Phone | 925-298-5840 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$286.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$286.5Mregulatory AUM
Discretionary $279.3MNon-discretionary $7.2M