Firm profile

SIGFIG WEALTH MANAGEMENT LLC

SAN FRANCISCO, CACRD 158823Latest ADV February 12, 2026

Sigfig Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated February 12, 2026, reports $3.6B in regulatory assets under management, 96 employees, 1 office, and 106,361 accounts.

Assets Under Management
$3.6B
Employees
96
Offices
1 office
Total Clients
106,361
Primary office
SAN FRANCISCO, CA
2443 FILLMORE STREET, SUITE 380-1512, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOMichael T. Sha
CCOMATTUS, STEVEN, VINCENT
CFOSamir N. Salvi

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 99.9% of total clients.
Top client categories% of clientsClients
1
Individuals
99.9%
106,229
2
HNWI
0.1%
132

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.6Bas of February 12, 2026
Discretionary100.0%
$3.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.6B
Total Accounts106,361
10Y AUM Change+$3.5B (+2890.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees96
Clients per Employee1108:1
10Y Employee Change-14 (-12.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.