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HFG WEALTH MANAGEMENT, LLC
CRD 148406 · SEC 801-69751
1790 HUGHES LANDING BLVD, SUITE 575, THE WOODLANDS, TX, 77380, United States
Phone
832-585-0110
Fax
832-585-0109
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$505.6M
Discretionary AUM
$505.6M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $96.2M |
| High net worth individuals | 174 | $354.9M |
| Charitable organizations | 7 | $33.4M |
| Corporations/business entities | 6 | $21.0M |
States served
LA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD