Sigfig Wealth Management provides portfolio management for individuals and small businesses.
Sigfig Wealth Management reports 106,361 clients. They include 106,229 individual clients and 132 high-net-worth individuals. Of its assets, 100.0% ($3.58B across 106,361 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 94% |
| High-net-worth individuals | <1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 106,229 | $3.38B | 94.3% | $31.8K |
| High-net-worth individuals | 132 | $206M | 5.7% | $1.56M |
| Total | 106,361 | $3.58B | 100% | $33.7K |
- Clients
- 106,229
- Regulatory AUM
- $3.38B
- AUM share
- 94.3%
- Avg. per client
- $31.8K
- Clients
- 132
- Regulatory AUM
- $206M
- AUM share
- 5.7%
- Avg. per client
- $1.56M
Total
- Clients
- 106,361
- Regulatory AUM
- $3.58B
- AUM share
- 100%
- Avg. per client
- $33.7K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Sigfig Wealth Management charges up to 0.50% for its Management Fee. The brochure does not state whether the rate is annual. The fee is billed in arrears.
Fee details and sources
Nvest, Inc. owns 75% or more of Sigfig Wealth Management. Michael Sha is CEO; the leadership team includes Chief Investment Officer Steven Mattus, Chief Operating Officer Daniel Mercurio and Chief Financial Officer Samir Salvi. It has 96 employees, 6 of them in advisory roles.
Leadership
- Michael ShaChief Executive Officer/ Managing Member
- Samir SalviChief Financial Officer
- Daniel MercurioChief Operating Officer
- Terry BanetHead of Investments and Trading
- Roger FongChief Technology Officer
- Steven MattusChief Investment Officer, GM of Digital Wealth, CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Terry Ellen Banet
- Aaron Gubin
- Byung Nam Kim
- Steven Vincent Mattus
Staff
- 96 employees
- 6 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Sigfig Wealth Management LLC
Nvest, Inc.
Control person · since October 2006
Sigfig Wealth Management’s regulatory assets grew 2.5× from $1.42B (March 2021) to $3.58B (February 2026); clients rose from 26,791 to 106,361 and employees fell from 124 to 96.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $3.58B | 106,361 | 96 | 2 |
| May 2025 | $2.97B | 87,480 | 125 | 2 |
| May 2024 | $2.8B | 79,642 | 131 | 2 |
| May 2023 | $2.1B | 60,484 | 168 | 2 |
| June 2022 | $2.3B | 41,417 | 171 | 3 |
| March 2021 | $1.42B | 26,791 | 124 | 4 |
Besides its headquarters, Sigfig Wealth Management has 1 office, with 2 listed addresses in the U.S. and abroad.
California · 1 listed address
- 2443 Fillmore Street, Suite 380-1512, San FranciscoHQ
International offices
- REGUS BUSINESS CENTER, TOWER 2, NOIDA, 201304, India
Contact and registration details
- Legal name
- Sigfig Wealth Management LLC
- Headquarters
- 2443 Fillmore Street, Suite 380-1512, San Francisco, CA 94115
- Website
- sigfig.com
- Phone
- 855-974-4344
- @sigfig
- SEC file
- 801-72762
- Structure
- Delaware LLC
- Fiscal year end
- December
Sigfig Wealth Management uses Wells Fargo Advisors Financial Network ($2.71B, 83%) and Fidelity ($536M, 17%) as custodians for its separately managed accounts. Sigfig Wealth Management has custody of $244M in client assets for 2,128 clients.
- FidelityNational Financial Services LLC · Boston, MA · $536M17%
- Wells Fargo Advisors Financial NetworkWells Fargo Advisors Financial Network, LLC · St. Louis, MO · $2.71B83%
At year end, Sigfig Wealth Management’s separately managed accounts were mostly in funds (98%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.77B across 142 positions; the largest are iShares TR (17.6%), iShares TR (11.2%) and Goldman Sachs ETF TR (7.5%).
What the accounts hold
- Funds98%
- Cash2%
Reported 13F holdings
- $3.77B
- Reported 13F value
- 142
- Positions
- 71.2%
- In the 10 largest
- +10.6%
- Value vs. prior quarter
- iShares TR · Core S&P Ttl Stk17.6%
- iShares TR · Core US Aggbd ET11.2%
- Goldman Sachs ETF TR · Activebeta US LG7.5%
- iShares TR · Core Univrsl Usd6.8%
- Goldman Sachs ETF TR · Activebeta Int6.0%
- iShares TR · U S Equity Factr5.8%
- Vanguard Index Fds · Mid Cap ETF5.4%
- Goldman Sachs ETF TR · Activebeta Eme4.6%
- iShares TR · Core MSCI Eafe3.3%
- iShares TR · Broad Usd High3.1%
Together, the ten largest are 71.2% of reported value.
How many clients does Sigfig Wealth Management have?
Sigfig Wealth Management has 106,361 clients and manages $3.58 billion for them, as of February 2026. They include 106,229 individual clients and 132 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does Sigfig Wealth Management offer?
Sigfig Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sigfig Wealth Management charge?
Sigfig Wealth Management charges up to 0.50% for its Management Fee. The brochure does not state whether the rate is annual. The fee is billed in arrears.
Source: ADV 2A, filed 12 February 2026
Which custodians does Sigfig Wealth Management use?
Sigfig Wealth Management’s separately managed account assets are held at Wells Fargo Advisors Financial Network, LLC (St. Louis, MO), with $2.71B and National Financial Services LLC (Boston, MA), with $536M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does Sigfig Wealth Management have?
Sigfig Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 96 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sigfig Wealth Management invest in?
At the end of its last fiscal year, Sigfig Wealth Management’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sigfig Wealth Management?
Sigfig Wealth Management’s direct owner is Nvest, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does Sigfig Wealth Management get paid?
Sigfig Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sigfig Wealth Management?
Sigfig Wealth Management’s main office is at 2443 Fillmore Street, Suite 380-1512, San Francisco, CA 94115. Its phone number is 855-974-4344. Its website is sigfig.com.