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Fig Wealth, LLC

● SEC registered since 2022CRD 318369SEC# 801-123159Lafayette, CA
Export (members)
Reg. AUM
$255.7M
Employees
6
Accounts
516
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 $255.7 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/foundation-investment-groupView on SEC.gov ↗

Fig Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Daniel Gallegos ControlSole MemberOver 75%2021
Michael David Gonzales ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2021

Frequently asked questions

How much does Fig Wealth, LLC manage?

Fig Wealth, LLC reports $255.7 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

Address3466 Mt. Diablo Blvd., Suite C-201, Lafayette, CA 94549
Phone925-298-5840
Office hours8:30a.m.-4:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$249.1M
Non-discretionary$6.6M
Total (RAUM)$255.7M