Sigfig Wealth Management LLC
● SEC registered since 2011CRD 158823SEC# 801-72762San Francisco, CA
Reg. AUM
$3.58B
Employees
96
Accounts
106,361
Location
San Francisco, CA
Sigfig Wealth Management LLC assets under management
Sigfig Wealth Management LLC is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2011. It reports $3.6 billion in regulatory assets under management and employs 96 people.
Sigfig Wealth Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Arthur Mercurio Control | Chief Operating Officer | Under 5% | 2024 |
| Michael Tai Sha Control | Chief Executive Officer/ Managing Member | Under 5% | 2006 |
| Nvest, Inc. Control | Member | Over 75% | 2006 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sigfig Wealth Management LLC manage?
Sigfig Wealth Management LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many employees does Sigfig Wealth Management LLC have?
Sigfig Wealth Management LLC reports 96 employees.
Where is Sigfig Wealth Management LLC located?
Sigfig Wealth Management LLC is based in San Francisco, CA and has been SEC-registered since 2011.
Does Sigfig Wealth Management LLC disclose fund performance?
Sigfig Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2443 Fillmore Street, Suite 380-1512, San Francisco, CA 94115 |
| Phone | 855-974-4344 |
| Office hours | 9:00 a.m. - 6:00 p.m. Est |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.58B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$3.58Bregulatory AUM
Discretionary $3.58B