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SFG WEALTH ADVISORS, LLC
CRD 307368 · SEC 801-121619
705 WEST AZEELE STREET, TAMPA, FL, 33606, United States
Phone
(813) 251-9095
Fax
(813) 251-1876
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.7M
Discretionary AUM
$174.1M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $57.9M |
| High net worth individuals | 55 | $126.0M |
| Charitable organizations | 5 | $1.5M |
| Corporations/business entities | 1 | $1.6M |
States served
GA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD