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SG WEALTH MANAGERS LLC
CRD 310597
7900 E THOMPSON PEAK PKWY, UNIT 104, SCOTTSDALE, AZ, 85255, United States
Phone
480-597-1743
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$41.1M
Discretionary AUM
$41.1M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $12.2M |
| High net worth individuals | 32 | $25.9M |
| Pension/profit sharing plans | 2 | $2.9M |
| Charitable organizations | 1 | $98K |
All web addresses on file
Official SEC filing: View on IAPD