Eiger Wealth Management, LLC logo

Eiger Wealth Management, LLC

Updated today

Client assets under management

$324,857,501

Clients

118

66% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

39

Typical

Average account size

$2,753,030

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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Real estate investing Wealth management

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Fee options

Other

Minimum fee: One-time planning and set up fee, amount determined case-by-case and agreed upon at signing

Main office location

Eiger Wealth Management, LLC

16855 West Bernardo Drive, Suite 310

San Diego CA 92127, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Private / alternative investments Real estate investing Wealth management
user avatar

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.

Private / alternative investments Real estate investing Wealth management
user avatar

Luca V

Series 65

San Diego, CA

Eiger Wealth Management, LLC

Luca Vivan De Queiroz is a financial advisor at Eiger Wealth Management, LLC with a Series 65 designation and one year of experience at the firm. Prior to joining Eiger, he spent four years at Point Loma Nazarene University and held teaching roles at Point Loma High School and Correia Middle School. Eiger Wealth Management serves individual accredited and high-net-worth clients, qualified retirement plans, trusts, and other entities by providing wealth management, portfolio management, and financial planning. The firm employs a multi-asset investment approach and offers access to private placements and real-estate-focused investments, while coordinating clients’ broader financial affairs with independent professionals.

Private / alternative investments Real estate investing Wealth management
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