| 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 |
Sigfig Wealth Management LLC reports $3 billion in regulatory assets under management on its Form ADV.
Sigfig Wealth Management LLC reports 125 employees.
Sigfig Wealth Management LLC is based in San Francisco, CA and has been SEC-registered since 2011.
Sigfig Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.97B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.97B |