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EIGER WEALTH MANAGEMENT, LLC

SAN DIEGO, CA · CRD 304321 · IAPD ↗ · 858-769-0100

$338.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — EIGER WEALTH MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — EIGER WEALTH MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — EIGER WEALTH MANAGEMENT, LLC now reports custody of client assets ($12.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.