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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 13, 2025 and February 12, 2026, reported AUM increased 20.5%, from $3.0B to $3.6B.
Across 5 reported observations, AUM increased 55.6% between August 11, 2022 and February 12, 2026, from $2.3B to $3.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 106,361 clients, or 17,726.8 clients per representative. That equates to $33.7K in reported AUM per client.
The profile lists 4 reported office locations and 19 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Sigfig Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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
SMA allocation detail is available
Sigfig Wealth Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sigfig Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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