Eiger Wealth Management, LLC

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.