RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2023
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control
FRIED, MARK, DAVIDIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Mar 20, 2023 REGISTERED

Notice Filings (6)

DE FL LA NH NJ PA

Address

538 DURHAM ROAD
NEWTOWN, PA 18940
United States
Phone: 866-296-8156