SFG WEALTH MANAGEMENT, LLC
Doing business as SFG WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$760,214,689
Discretionary
$681,915,565
Non-discretionary
$78,299,124
Firm details
- CRD number
- 285785
- SEC file number
- 801-108748
- Main office
- TOWSON, MD, United States
- Employees
- 19
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.