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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2006
- Office Locations
- 4
Office Locations
About Sigfig Wealth Management LLC
SigFig Wealth Management LLC provides digital wealth management for enterprises (via Tandems) and consumers, pairing personalized advice with model portfolios designed to be tax-efficient and diversified. Its investment approach emphasizes asset allocation and portfolio construction using public funds/mutual funds. Supports custody through major platforms such as Schwab and Fidelity and uses Salesforce in its stack.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TERRY ELLEN BANET
Director, Head Of Investments, Trader
- CRD
- #3081918
- Ownership
- Less than 5%
ROGER HOUNG-CHIU FONG
CHIEF TECHNOLOGY OFFICER, Founder
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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AARON GUBIN
Senior Manager
- CRD
- #6331310
BYUNG NAM KIM
Senior Trader
- CRD
- #2890136
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,580,832,476 | $33,667 |
| Non-Discretionary | $0 | -- |
| Total | $3,580,832,476 | $33,667 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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