TFG WEALTH MANAGEMENT, LLC
CRD #148025 SEC #801-116753 NEWTOWN, PA 866-296-8156
SEC Registered
Total AUM
$143.2M
Discretionary
$135.7M
Employees
5
Clients
0
Accounts
674
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $143.2M | $135.7M | $7.5M | 5 | 0 |
| Aug 2022 | $152.5M | $145.2M | $7.3M | 5 | 0 |
| Mar 2022 | $152.5M | $145.2M | $7.3M | 5 | 0 |
| Mar 2022 | $152.5M | $145.2M | $7.3M | 5 | 0 |
| Apr 2021 | $131.1M | $123.5M | $7.5M | 5 | 0 |
| Mar 2021 | $131.1M | $123.5M | $7.5M | 5 | 0 |
| Jun 2020 | $119.9M | $108.3M | $11.7M | 4 | 0 |
| Mar 2020 | $119.9M | $108.3M | $11.7M | 4 | 0 |
| Jul 2019 | $106.7M | $91.5M | $15.2M | 4 | 0 |
| May 2019 | $106.7M | $91.5M | $15.2M | 4 | 0 |
DateMar 2023
Total AUM$143.2M
Discretionary$135.7M
Non-Disc.$7.5M
Employees5
Clients0
DateAug 2022
Total AUM$152.5M
Discretionary$145.2M
Non-Disc.$7.3M
Employees5
Clients0
DateMar 2022
Total AUM$152.5M
Discretionary$145.2M
Non-Disc.$7.3M
Employees5
Clients0
DateMar 2022
Total AUM$152.5M
Discretionary$145.2M
Non-Disc.$7.3M
Employees5
Clients0
DateApr 2021
Total AUM$131.1M
Discretionary$123.5M
Non-Disc.$7.5M
Employees5
Clients0
DateMar 2021
Total AUM$131.1M
Discretionary$123.5M
Non-Disc.$7.5M
Employees5
Clients0
DateJun 2020
Total AUM$119.9M
Discretionary$108.3M
Non-Disc.$11.7M
Employees4
Clients0
DateMar 2020
Total AUM$119.9M
Discretionary$108.3M
Non-Disc.$11.7M
Employees4
Clients0
DateJul 2019
Total AUM$106.7M
Discretionary$91.5M
Non-Disc.$15.2M
Employees4
Clients0
DateMay 2019
Total AUM$106.7M
Discretionary$91.5M
Non-Disc.$15.2M
Employees4
Clients0