9AT: XIGGIT FINANCIAL

Adviser Profile

As of Date	05/23/2024
Registration status	Terminated
ADV Location	PALO ALTO, CA, United States
Contact Info	650 xxxxxxx
Websites

AUM^*	58,000
of that, discretionary	0
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	1,657
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LLOYD TEVIS INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM435.0k	#Funds-
Adviser BACKER	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM62.9m	#Funds-
Adviser ALINEA ADVISORY SERVICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM66.6m	#Funds-
Adviser FIRMA ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM8.5k	#Funds-
Adviser NEON MONEY INCORPORATED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM28.8k	#Funds-
Adviser BLOOM INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM17.7m	#Funds-
Adviser CITIZENS SECURITIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.9b	#Funds-
Adviser FELTL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM165.6m	#Funds-
Adviser ENVOY ADVISORY INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM615.0m	#Funds-
Adviser WEALTHPRO, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM52.4m	#Funds-

Brochure Summary

Overview

Description of Firm Xiggit Financial, LLC is a registered investment adviser based in Palo Alto, CA. We are exclusively a web-based investment advisor organized as a corporation under the laws of the State of Delaware.
We have been providing investment advisory services since September of 2021. We are 100% owned by Xiggit, Inc. Maria Elena "Carmela" Abraham is our CCO.
The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to Xiggit Financial, LLC and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm.
Web-based Advisory Services Xiggit Financial believes that retirement is the cornerstone of financial wellness. We exclusively offer web-based advisory services through our proprietary online platform. Through

our interactive web-based application clients input their personal and financial information which is used to determine risk tolerance, specific portfolio’s, asset allocations, and annual funding goals through payroll deduction. Based on the client specific information captured, Xiggits interactive platform recommends a needs based portfolio.
Periodic reviews of online questionnaires may result in the Client’s recommendations to rebalance Client investment advisory portfolio’s.
Wrap Fee Programs We do not participate in any wrap fee program.
Types of Investments Through our interactive web-based application we recommend portfolios that consist of: Mutual Funds, and ETFs. Refer to theMethods of Analysis, Investment Strategies and Risk of Lossbelow for additional disclosures on this topic.
Assets Under Management As of December 31, 2021, we report $0 in discretionary assets under management, and $58,000 in non discretionary assets under management.

XIGGIT FINANCIAL

XIGGIT FINANCIAL

XIGGIT FINANCIAL, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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XIGGIT FINANCIAL XIGGIT FINANCIAL XIGGIT FINANCIAL, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

XIGGIT FINANCIAL

XIGGIT FINANCIAL

XIGGIT FINANCIAL, LLC