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SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT, LLC

CRD 285785 · SEC 801-108748

Visit website

1104 KENILWORTH DRIVE, SUITE 500, TOWSON, MD, 21204, United States

Phone

410-825-3200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$760.2M

Discretionary AUM

$681.9M

Team

19 total employees; 10 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals619$137.4M
High net worth individuals554$570.6M
Corporations/business entities11$38.8M

States served

AZ, CA, CO, DE, DC, GA, MD, NJ, NY, NC, OH, PA, SC, TN, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD