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| HFG Wealth Management LLC
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| |
|---|---|
| CRD # | 148406 |
| SEC # | 801-69751 |
| CIK # | 0002027836 |
| AUM | $406.1 MM (2024-03-28) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 832-585-0110 |
| Address | 1790 Hughes Landing, Suite 575 The Woodlands, TX 77380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GBTC | 8.6 | ||
| XOM | 385,508.3 | 4.4 | |
| AAPL | 2,382,844.0 | 2.0 | |
| CVX | 294,604.1 | 1.2 | |
| PLD | 88,071.4 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 689 | 81.8 |
| (b) Individuals (high net worth individuals) | 678 | 319.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 9 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,386 | 406.1 |
| By Discretionary | ||
| Discretionary | 1,386 | 406.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,386 | 406.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 406.1 | |
| Total | 1,386 | 406.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002027836] |
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|---|---|---|
|
Chico Wealth RIA Inc
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CA | 0.4 |
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Quantitative Process LLC
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NC | 0.4 |
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CA | 0.4 |
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Tactive Advisors LLC
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FL | 0.4 |
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TTP Investments Inc
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CA | 0.4 |
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DST Wealth Management LLC
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CA | 0.4 |
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Prostatis Group LLC
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MD | 0.4 |
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Peak Financial Management Inc
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MA | 0.4 |
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Affiliated Financial Advisors Inc
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WI | 0.4 |
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Worley Erhart-Graves Financial Advisors Inc
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IN | 0.4 |