SFG WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$187,673,116
Discretionary
$174,146,697
Non-discretionary
$13,526,419
Firm details
- CRD number
- 307368
- SEC file number
- 801-121619
- Main office
- TAMPA, FL, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.SFGTAMPA.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.