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| HFG Wealth Management LLC
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|
|---|---|
| CRD # | 148406 |
| SEC # | 801-69751 |
| CIK # | 0002027836 |
| AUM | $505.6 M (2026-03-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 832-585-0110 |
| Address | 1790 Hughes Landing Blvd The Woodlands, TX 77380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grayscale Bitcoin MINI Trust BTC | 5.8 | ||
| Apple Inc | 2.5 | ||
| Grayscale Bitcoin Trust BTC | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 96.2 |
| (b) Individuals (high net worth individuals) | 174 | 354.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 33.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 21.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,492 | 505.6 |
| By Discretionary | ||
| Discretionary | 1,492 | 505.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,492 | 505.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.6 | |
| Total | 1,492 | 505.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002027836] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Designs Corporation
✚
|
CA | 0.5 |
|
The Lam Group Inc
✚
|
0.5 | |
|
Pine Harbor Wealth Management LLC
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|
VA | 0.5 |
|
H I A - Helvetia Investment Advisors Sa
✚
|
0.5 | |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.5 |
|
Sage Trading Collective LLC
✚
|
0.5 | |
|
Boltwood Capital Management
✚
|
CA | 0.5 |
|
Quantitative Process LLC
✚
|
NC | 0.5 |
|
First Washington Corporation
✚
|
WA | 0.5 |
|
Googins Advisors Inc
✚
|
WI | 0.5 |