Description of Firm Eiger Wealth Management, LLC (hereinafter referred to as “Eiger,” “we,” “our,” or “us”) is a wealth management firm based in San Diego, founded in 2019, and managed by a formerly practicing certified public accountant and a formerly practicing attorney with extensive experience in wealth management. Due to our backgrounds, we are well equipped to analyze more sophisticated solutions for our clients and coordinate their financial affairs with other professionals as needed. We provide access to exclusive investment opportunities, not generally accessible to the public. An area of special focus is private real estate. Principal Owners Eiger’s principal owners are Scott Bramwell, CPA, and Fabian Waldner, JD. Types of Advisory Services Offered Our clients are typically accredited investors, as that term is defined by federal securities laws. We create and manage an investment strategy for our clients and coordinate their financial affairs, including giving advice on matters not involving securities. Although we employ and coordinate communication with professionals such as attorneys and CPAs, we do not engage in rendering legal and/or tax advice. Investment Portfolios Unlike the typical investor whose assets are allocated between two asset classes—stocks and bonds—our clients tend to invest across multiple different asset classes both in the private and public arena. Most commonly, a client’s portfolio will include equities, fixed income strategies, and real estate. Depending on a client’s situation, a portfolio consisting of several million dollars typically includes private placements in addition to publicly traded securities. Private placements are not publicly traded and not accessible to the general public. Other portfolios are limited to publicly traded securities and interval funds. Interval funds are securities that function more like a private placement but offer the potential for more frequent liquidity with smaller minimum investment requirements. Financial Planning We provide financial planning services which includes wealth forecast analysis and retirement planning. Family Office Services Family Office Services may include coordination of our clients’ financial affairs in conjunction with independent professionals, as needed, specializing in fields such as estate planning, tax planning/preparation,

charitable planning, bill-pay services, real estate, insurance and other financial consulting services. Other Services We also offer complimentary educational luncheons. During those luncheons, we invite (1) an investment specialist to come and speak about recent developments in his or her investment area of expertise, or (2) speakers who address topics that are of interest to our clients outside of the investment world. We maintain an arms-length relationship with these independent third parties and clients are informed in the event invitation or at the onset of the presentation that the presenting party has paid for expenses related to the event. There is no obligation on behalf of Eiger to utilize the services of such independent third parties in return for their event payments. In addition, Eiger does not accept payment beyond the event expenses from such independent third parties. It is the practice of Eiger to not accept any commissions or fee sharing arrangements from third-party investment managers, or from non-investment related professionals or others who may be presenters at these events. We also periodically draft and send out complementary newsletters to keep investors up-to-date on interesting developments. Advisory Agreements Clients enter into a written agreement with Eiger at the outset of the client relationship. This written agreement is called the “Investment Advisory Agreement.” The Investment Advisory Agreement remains in effect until changed or terminated by the client or Eiger by written notice to the other. The Client has the right to terminate the Investment Advisory Agreement without paying any Investment Advisory Fees (as outlined in Item 5) to Eiger by providing written notification to Eiger within thirty (30) calendar days after entering into the agreement. If the Agreement is terminated subsequent to the initial thirty-day period after entering into this Agreement, the client will be obligated to pay advisory fees pro-rated through the date of termination. Amount of Client Assets Managed As of January 31, 2021, the following represents the approximate amount of client assets under management by Eiger on a discretionary and non-discretionary basis: Type of Account Assets Under Management ("AUM") Discretionary $250,079,253.27 Non-Discretionary $13,844,639.29 Total: $263,923,892.56