Overview
Assets Under Management: $188 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 55
Average Client Assets: $2.3 million
Frequently Asked Questions
SFG WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307368), SFG WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
SFG WEALTH ADVISORS, LLC is headquartered in TAMPA, FL.
SFG WEALTH ADVISORS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, SFG WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SFG WEALTH ADVISORS, LLC manages $188 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, SFG WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.12%
Average Client Assets: $2.3 million
Total Client Accounts: 779
Discretionary Accounts: 739
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 307368
Filing ID: 2066969
Last Filing Date: 2026-03-20 12:48:45