Sigfig Wealth Management Llc
- Regulatory AUM
- $3.6B
- Discretionary
- $3.6B
- Clients
- 106,361
- Avg AUM / client
- $33.7K
- Accounts
- 106,361
- Employees
- 96
AUM over time
Annual snapshots from Form ADV filings · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 106,229 | $3.4B | 94.3% |
| High net worth individuals | 132 | $206M | 5.74% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sha, Michael, Tai | Chief Executive Officer/ Managing Member | Oct 2006 (20y) | Less than 5% | |
| Fong, Roger, Houng Chiu | Chief Technology Officer | Feb 2007 (20y) | Less than 5% | |
| Terry Ellen Banet | Head Of Investments And Trading | Jan 2012 (15y) | Less than 5% | |
| Salvi, Samir, Nitinkumar | Chief Financial Officer | Aug 2021 (5y) | Less than 5% | |
| Steven Vincent Mattus | Chief Investment Officer And Gm Of Digital Wealth | Jul 2023 (3y) | Less than 5% | |
| Ancelj, Tony, Joseph | Head Of Legal & Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Byung Nam Kim | Registered representative | Sep 2025 (1y) | ||
| Aaron Gubin | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nvest, Inc. | Member | Oct 2006 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Wells Fargo $2.7B (76% of AUM) Feb 2026
- National Financial Services (Fidelity) $536M (15% of AUM) Feb 2026
- Pershing $305M (11% of AUM) May 2024
- TD Ameritrade $88.1M (4% of AUM) Jan 2023
- Fidelity Investments Institutional Services Company, Inc. $56.1M (12% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗