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SFG WEALTH MANAGEMENT LLC
CRD 336422
3989 BROADWAY, GROVE CITY, OH, 43123, United States
Phone
(614) 808-3391
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$245K
Discretionary AUM
$245K
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $245K |
Official SEC filing: View on IAPD