Sigfig Wealth Management LLC

Sigfig Wealth Management LLC (CRD# 158823) is a financial advisory firm headquartered in San Francisco, CA. They manage $93,737,000 in 1,814 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    1,814
    ACCOUNTS
  • Average Account Value
    $51,674
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
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

Financial Advisors at Sigfig Wealth Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Evan F. Meagher
CRD#: 3273964
225 Valencia St., San Francisco, CA 94103
96
Wealthminder
score

Evan Meagher (CRD# 3273964) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

2
Steven P. Lifgren
CRD#: 2977359
4000 N Central Ave, Suite 1105, Phoenix, AZ 85012
93
Wealthminder
score

Steven Lifgren (CRD# 2977359) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.

3
Dawn E. Quiet
CRD#: 2545540
4000 N Central Ave, Suite 1105, Phoenix, AZ 85012
93
Wealthminder
score

Dawn Quiet (CRD# 2545540) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.

4
Lorena Carl
CRD#: 5917910
225 Valencia Street, San Francisco, CA 94103
90
Wealthminder
score

Lorena Carl (CRD# 5917910) 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.

5
Aaron Gubin
CRD#: 6331310
225 Valencia Street, San Francisco, CA 94103
88
Wealthminder
score

Aaron Gubin (CRD# 6331310) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

6
George S. Whittlesey
CRD#: 6450527
225 Valencia Street, San Francisco, CA 94103
88
Wealthminder
score

George Whittlesey (CRD# 6450527) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

7
Terry E. Banet
CRD#: 3081918
Bala Cynwyd, PA
87
Wealthminder
score

Terry Banet (CRD# 3081918) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Bala Cynwyd, PA and has 1 year of experience in the finance industry.

8
Timothy M. Salunga
CRD#: 5627351
225 Valencia Street, San Francisco, CA 94103
73
Wealthminder
score

Timothy Salunga (CRD# 5627351) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.