Sigfig Wealth Management LLC

Sigfig Wealth Management LLC (CRD# 158823) is a financial advisory firm headquartered in San Francisco, CA. They manage $834,714,517 in 18,090 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    835
    MILLION
  • Total Number of Accounts
    18,090
    ACCOUNTS
  • Average Account Value
    $46,142
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sigfig Wealth Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Terry E. Banet
CRD#: 3081918
Bala Cynwyd, PA

Terry Banet (CRD# 3081918) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Bala Cynwyd, PA and has over 4 years of experience in the finance industry.

2
Scott A. Campbell
CRD#: 6318920
4000 N Central Ave, Suite 1105, Phoenix, AZ 85012

Scott Campbell (CRD# 6318920) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Phoenix, AZ and has over 6 years of experience in the finance industry.

3
Kevin I. Coopersmith
CRD#: 5719439
225 Valencia St, San Francisco, CA 94103

Kevin Coopersmith (CRD# 5719439) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

4
Aaron Gubin
CRD#: 6331310
560 Davis Street, Suite 250, San Francisco, CA 94111

Aaron Gubin (CRD# 6331310) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

5
Byung N. Kim
CRD#: 2890136
225 Valencia St, San Francisco, CA 94103

Byung Kim (CRD# 2890136) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

6
George S. Whittlesey
CRD#: 6450527
560 Davis Street, Suite 250, San Francisco, CA 94111

George Whittlesey (CRD# 6450527) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.