Eiger Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eiger Wealth Management primarily serves accredited individual investors and also advises qualified retirement plans, trusts, and other entities. The firm offers wealth management and financial planning along with discretionary portfolio management across public and private markets, including private placements and interval funds, and identifies private real estate as an area of special focus.
The firm emphasizes multi-asset diversification and typically implements strategies through Third‑Party Managers, using equities, fixed income, real estate and other non‑traditional investments in client portfolios. Eiger coordinates clients’ financial affairs with outside professionals (attorneys, CPAs) and discloses that, while it generally avoids leverage, underlying managers may use borrowing and clients may request margin or other borrowing in managed accounts.
Founded in 2019 and led by principals with prior CPA and attorney backgrounds, Eiger highlights its ability to analyze sophisticated solutions and coordinate tax and legal matters without providing legal or tax advice. The brochure also discloses a suite of uncommon practices for its peer group: complimentary educational luncheons with third‑party presenters (whose expenses may be paid by the presenters), receipt of third‑party research and vendor services, and an explicit policy to comply with the SEC marketing rule if it uses testimonials or endorsements.
Client services
Expertise
Fee options
Minimum fee: One-time planning and set up fee, amount determined case-by-case and agreed upon at signing
Main office
16855 West Bernardo Drive, Suite 310
San Diego CA 92127
Advisors at this office
3
Most active in
Arizona · California · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Fabian W
Series 65
San Diego, CA
Eiger Wealth Management, LLC
Fabian Waldner is a financial advisor at Eiger Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Eiger Wealth Management since 2019, following a 12-year tenure at Cornerstone Wealth Management. Eiger Wealth Management primarily serves individual accredited and high-net-worth clients, as well as qualified retirement plans, trusts, and other entities, offering wealth management, portfolio management, and financial planning. The firm employs a multi-asset approach that combines publicly traded equities, fixed-income strategies, interval funds, and private placements, while also utilizing third-party managers and providing access to private investment opportunities.
Scott B
PFS™, Series 65
San Diego, CA
Eiger Wealth Management, LLC
Scott Bramwell is a financial advisor at Eiger Wealth Management, LLC with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Eiger Wealth Management in 2019, he worked at Cornerstone Wealth Management for 16 years. Eiger Wealth Management advises individual accredited and high-net-worth clients, as well as qualified retirement plans, trusts, and other entities. The firm employs a multi-asset investment approach that includes equities, fixed income, interval funds, and private placements, often delegating portfolio segments to third-party managers while providing access to private and real-estate-focused investments.
N Alexander A
Series 66
San Diego, CA
Eiger Wealth Management, LLC
N Alexander Alard is a financial advisor at Eiger Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. outside of his advisory role, he has been employed by JPMorgan Bank, where he offers banking products and services. Eiger Wealth Management primarily serves accredited individual investors as well as qualified retirement plans, trusts, and other entities. The firm provides wealth management and financial planning with discretionary portfolio management across public and private markets, emphasizing multi-asset diversification and coordination with outside professionals.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")