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EIGER WEALTH MANAGEMENT, LLC
CRD 304321 · SEC 801-116820
16855 WEST BERNARDO DRIVE, SUITE 310, SAN DIEGO, CA, 92127, United States
Phone
858-769-0100
Fax
858-408-7945
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$338.7M
Discretionary AUM
$329.1M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $16.2M |
| High net worth individuals | 78 | $308.7M |
States served
AZ, CA, UT, TX
All web addresses on file
Official SEC filing: View on IAPD