HFG WEALTH MANAGEMENT, LLC
CRD #148406 SEC #801-69751 THE WOODLANDS, TX 832-585-0110
SEC Registered
Total AUM
$460.7M
Discretionary
$460.7M
Employees
7
Clients
0
Accounts
1,447
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $460.7M | $460.7M | $0 | 7 | 0 |
| Mar 2025 | $460.7M | $460.7M | $0 | 7 | 0 |
| Sep 2024 | $406.1M | $406.1M | $0 | 12 | 0 |
| Apr 2024 | $406.1M | $406.1M | $0 | 12 | 0 |
| Mar 2024 | $406.1M | $406.1M | $0 | 12 | 0 |
| Nov 2023 | $403.8M | $403.8M | $0 | 12 | 0 |
| Aug 2023 | $403.8M | $403.8M | $0 | 12 | 0 |
| Mar 2023 | $403.8M | $403.8M | $0 | 12 | 0 |
| Oct 2022 | $525.8M | $525.8M | $0 | 9 | 0 |
| Mar 2022 | $525.8M | $525.8M | $0 | 9 | 0 |
| Sep 2021 | $449.3M | $409M | $40.2M | 11 | 0 |
| Mar 2021 | $449.3M | $409M | $40.2M | 11 | 0 |
| Nov 2020 | $370.8M | $367.9M | $2.9M | 11 | 0 |
| Sep 2020 | $370.8M | $367.9M | $2.9M | 11 | 0 |
| Jun 2020 | $370.8M | $367.9M | $2.9M | 14 | 0 |
| Mar 2020 | $370.8M | $367.9M | $2.9M | 14 | 0 |
| Mar 2020 | $370.8M | $367.9M | $2.9M | 14 | 0 |
| Nov 2019 | $314.7M | $312.1M | $2.6M | 9 | 0 |
| May 2019 | $314.7M | $312.1M | $2.6M | 9 | 0 |
| Mar 2019 | $314.7M | $312.1M | $2.6M | 9 | 0 |
| Jan 2019 | $285.2M | $282.9M | $2.3M | 8 | 0 |
| Sep 2018 | $285.2M | $282.9M | $2.3M | 8 | 0 |
| Mar 2018 | $285.2M | $282.9M | $2.3M | 6 | 0 |
| Sep 2017 | $255.2M | $255.2M | $0 | 8 | 300 |
| Sep 2017 | $185.2M | $185.2M | $0 | 8 | 200 |
| Mar 2017 | $185.2M | $185.2M | $0 | 8 | 200 |
| Feb 2016 | $140.6M | $140.6M | $0 | 6 | 200 |
| Dec 2015 | $133.3M | $133.3M | $0 | 6 | 100 |
| Mar 2015 | $133.3M | $133.3M | $0 | 6 | 100 |
| Oct 2014 | $124.9M | $124.9M | $0 | 6 | 100 |
| Aug 2014 | $124.9M | $124.9M | $0 | 6 | 100 |
| Jul 2014 | $124.9M | $124.9M | $0 | 6 | 100 |
| Mar 2014 | $124.9M | $124.9M | $0 | 6 | 100 |
| Mar 2013 | $105.3M | $105.3M | $0 | 5 | 100 |
| Mar 2012 | $92M | $92M | $0 | 1 | 26 |
| May 2011 | $85M | $85M | $0 | 5 | -- |
| Mar 2011 | $85M | $85M | $0 | 5 | -- |
| Apr 2010 | $70M | $70M | $0 | 5 | -- |
| Mar 2010 | $70M | $70M | $0 | 5 | -- |
DateNov 2025
Total AUM$460.7M
Discretionary$460.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$460.7M
Discretionary$460.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees12
Clients0
DateNov 2023
Total AUM$403.8M
Discretionary$403.8M
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$403.8M
Discretionary$403.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$403.8M
Discretionary$403.8M
Non-Disc.$0
Employees12
Clients0
DateOct 2022
Total AUM$525.8M
Discretionary$525.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$525.8M
Discretionary$525.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2021
Total AUM$449.3M
Discretionary$409M
Non-Disc.$40.2M
Employees11
Clients0
DateMar 2021
Total AUM$449.3M
Discretionary$409M
Non-Disc.$40.2M
Employees11
Clients0
DateNov 2020
Total AUM$370.8M
Discretionary$367.9M
Non-Disc.$2.9M
Employees11
Clients0
DateSep 2020
Total AUM$370.8M
Discretionary$367.9M
Non-Disc.$2.9M
Employees11
Clients0
DateJun 2020
Total AUM$370.8M
Discretionary$367.9M
Non-Disc.$2.9M
Employees14
Clients0
DateMar 2020
Total AUM$370.8M
Discretionary$367.9M
Non-Disc.$2.9M
Employees14
Clients0
DateMar 2020
Total AUM$370.8M
Discretionary$367.9M
Non-Disc.$2.9M
Employees14
Clients0
DateNov 2019
Total AUM$314.7M
Discretionary$312.1M
Non-Disc.$2.6M
Employees9
Clients0
DateMay 2019
Total AUM$314.7M
Discretionary$312.1M
Non-Disc.$2.6M
Employees9
Clients0
DateMar 2019
Total AUM$314.7M
Discretionary$312.1M
Non-Disc.$2.6M
Employees9
Clients0
DateJan 2019
Total AUM$285.2M
Discretionary$282.9M
Non-Disc.$2.3M
Employees8
Clients0
DateSep 2018
Total AUM$285.2M
Discretionary$282.9M
Non-Disc.$2.3M
Employees8
Clients0
DateMar 2018
Total AUM$285.2M
Discretionary$282.9M
Non-Disc.$2.3M
Employees6
Clients0
DateSep 2017
Total AUM$255.2M
Discretionary$255.2M
Non-Disc.$0
Employees8
Clients300
DateSep 2017
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees8
Clients200
DateMar 2017
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees8
Clients200
DateFeb 2016
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees6
Clients200
DateDec 2015
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees6
Clients100
DateMar 2015
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees6
Clients100
DateOct 2014
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees6
Clients100
DateAug 2014
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees6
Clients100
DateJul 2014
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees6
Clients100
DateMar 2013
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2012
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--