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| Happy Holidays!! thanks for using AUM13F!! |
| SFG Wealth Advisors LLC
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|---|---|
| CRD # | 307368 |
| SEC # | 801-121619 |
| CIK # | |
| AUM | $163.4 M (2025-03-25) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 813-251-9095 |
| Address | 705 West Azeele Street Tampa, FL 33606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 62.7 |
| (b) Individuals (high net worth individuals) | 44 | 96.7 |
| (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 | 0.8 |
| (h) Charitable organizations | 5 | 1.4 |
| (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 | 2 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 766 | 163.4 |
| By Discretionary | ||
| Discretionary | 723 | 148.8 |
| Non-Discretionary | 43 | 14.6 |
| Total | 766 | 163.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.4 | |
| Total | 766 | 163.4 |
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|---|---|---|
|
PrairieView Wealth Partners LLC
✚
|
IL | 0.2 |
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Convexitas LLC
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IL | 0.2 |
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Quantum Financial Advisors Inc
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MD | 0.2 |
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Wealthguard Advisors Inc
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CA | 0.2 |
|
Silverpeak Wealth Advisors LLC
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CO | 0.2 |
|
The Kocen Financial Group Inc
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CA | 0.2 |
|
Genter Advisors LLC
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|
CA | 0.2 |
|
Four Tree Island Advisory LLC
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NH | 0.2 |
|
Stonecreek Private Wealth LLC
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|
0.2 | |
|
REI Wealth Management LLC
✚
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0.2 |