Eiger Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 19, 2026, reports $339M in regulatory assets under management, 6 employees, and 567 accounts.
Assets Under Management
$339M
Employees
6
Offices
--
Total Clients
118
Primary office
SAN DIEGO, CA
16855 WEST BERNARDO DRIVE, SUITE 310, SAN DIEGO, CA, United States
Top client segmentHNWI represent 66.1% of total clients.
Top client categories% of clientsClients
1
HNWI
66.1%
78
2
Individuals
33.9%
40
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$339Mas of March 19, 2026
Discretionary97.1%
$329M
97% of total RAUM97.1%
Non-discretionary2.9%
$10M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$339M
Total Accounts567
10Y AUM Change+$339M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee20:1
10Y Employee Change+4 (+200.0%)
* 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.