SFG WEALTH MANAGEMENT, LLC
Legal name: SFG WEALTH MANAGEMENT
CRD #285785 SEC #801-108748 TOWSON, MD 410-825-3200
SEC Registered
Total AUM
$643.6M
Discretionary
$570M
Employees
11
Clients
0
Accounts
1,918
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $643.6M | $570M | $73.6M | 11 | 0 |
| Mar 2025 | $643.6M | $570M | $73.6M | 11 | 0 |
| Nov 2024 | $556.3M | $470.2M | $86.1M | 16 | 0 |
| Jul 2024 | $556.3M | $470.2M | $86.1M | 16 | 0 |
| Mar 2024 | $556.3M | $470.2M | $86.1M | 16 | 0 |
| Feb 2024 | $556.3M | $470.2M | $86.1M | 16 | 0 |
| Aug 2023 | $441.7M | $401.5M | $40.2M | 14 | 0 |
| Feb 2023 | $441.7M | $401.5M | $40.2M | 14 | 0 |
| Nov 2022 | $531.7M | $488.4M | $43.2M | 17 | 0 |
| Apr 2022 | $531.7M | $488.4M | $43.2M | 17 | 0 |
| Mar 2022 | $531.7M | $488.4M | $43.2M | 17 | 0 |
| Mar 2022 | $531.7M | $488.4M | $43.2M | 17 | 0 |
| Feb 2022 | $531.7M | $488.4M | $43.2M | 17 | 0 |
| Oct 2021 | $408.5M | $315.4M | $93.1M | 17 | 0 |
| Sep 2021 | $408.5M | $315.4M | $93.1M | 17 | 0 |
| May 2021 | $408.5M | $315.4M | $93.1M | 17 | 0 |
| Jan 2021 | $408.5M | $315.4M | $93.1M | 17 | 0 |
| Nov 2020 | $349.5M | $271.8M | $77.7M | 20 | 2 |
| May 2020 | $349.5M | $271.8M | $77.7M | 20 | 2 |
| May 2020 | $349.5M | $271.8M | $77.7M | 20 | 2 |
| Mar 2020 | $349.5M | $271.8M | $77.7M | 20 | 2 |
| Feb 2020 | $349.5M | $271.8M | $77.7M | 20 | 2 |
| Jan 2020 | $349.5M | $271.8M | $77.7M | 20 | 2 |
| Oct 2019 | $281.8M | $217.5M | $64.3M | 19 | 2 |
| Mar 2019 | $281.9M | $281.9M | $0 | 19 | 2 |
| Feb 2019 | $281.9M | $281.9M | $0 | 19 | 2 |
| Jan 2019 | $268.8M | $268.8M | $0 | 23 | 0 |
| Jan 2018 | $268.8M | $268.8M | $0 | 23 | 0 |
| Jul 2017 | $185.5M | $185.5M | $0 | 23 | 0 |
| May 2017 | $185.5M | $185.5M | $0 | 23 | 0 |
| May 2017 | $185.5M | $185.5M | $0 | 23 | 0 |
| Mar 2017 | $185.5M | $185.5M | $0 | 23 | 0 |
| Mar 2017 | $185.5M | $185.5M | $0 | 23 | 0 |
| Feb 2017 | $0 | $0 | $0 | 23 | 0 |
| Dec 2016 | $0 | $0 | $0 | 23 | 0 |
| Nov 2016 | $0 | $0 | $0 | 23 | 0 |
DateSep 2025
Total AUM$643.6M
Discretionary$570M
Non-Disc.$73.6M
Employees11
Clients0
DateMar 2025
Total AUM$643.6M
Discretionary$570M
Non-Disc.$73.6M
Employees11
Clients0
DateNov 2024
Total AUM$556.3M
Discretionary$470.2M
Non-Disc.$86.1M
Employees16
Clients0
DateJul 2024
Total AUM$556.3M
Discretionary$470.2M
Non-Disc.$86.1M
Employees16
Clients0
DateMar 2024
Total AUM$556.3M
Discretionary$470.2M
Non-Disc.$86.1M
Employees16
Clients0
DateFeb 2024
Total AUM$556.3M
Discretionary$470.2M
Non-Disc.$86.1M
Employees16
Clients0
DateAug 2023
Total AUM$441.7M
Discretionary$401.5M
Non-Disc.$40.2M
Employees14
Clients0
DateFeb 2023
Total AUM$441.7M
Discretionary$401.5M
Non-Disc.$40.2M
Employees14
Clients0
DateNov 2022
Total AUM$531.7M
Discretionary$488.4M
Non-Disc.$43.2M
Employees17
Clients0
DateApr 2022
Total AUM$531.7M
Discretionary$488.4M
Non-Disc.$43.2M
Employees17
Clients0
DateMar 2022
Total AUM$531.7M
Discretionary$488.4M
Non-Disc.$43.2M
Employees17
Clients0
DateMar 2022
Total AUM$531.7M
Discretionary$488.4M
Non-Disc.$43.2M
Employees17
Clients0
DateFeb 2022
Total AUM$531.7M
Discretionary$488.4M
Non-Disc.$43.2M
Employees17
Clients0
DateOct 2021
Total AUM$408.5M
Discretionary$315.4M
Non-Disc.$93.1M
Employees17
Clients0
DateSep 2021
Total AUM$408.5M
Discretionary$315.4M
Non-Disc.$93.1M
Employees17
Clients0
DateMay 2021
Total AUM$408.5M
Discretionary$315.4M
Non-Disc.$93.1M
Employees17
Clients0
DateJan 2021
Total AUM$408.5M
Discretionary$315.4M
Non-Disc.$93.1M
Employees17
Clients0
DateNov 2020
Total AUM$349.5M
Discretionary$271.8M
Non-Disc.$77.7M
Employees20
Clients2
DateMay 2020
Total AUM$349.5M
Discretionary$271.8M
Non-Disc.$77.7M
Employees20
Clients2
DateMay 2020
Total AUM$349.5M
Discretionary$271.8M
Non-Disc.$77.7M
Employees20
Clients2
DateMar 2020
Total AUM$349.5M
Discretionary$271.8M
Non-Disc.$77.7M
Employees20
Clients2
DateFeb 2020
Total AUM$349.5M
Discretionary$271.8M
Non-Disc.$77.7M
Employees20
Clients2
DateJan 2020
Total AUM$349.5M
Discretionary$271.8M
Non-Disc.$77.7M
Employees20
Clients2
DateOct 2019
Total AUM$281.8M
Discretionary$217.5M
Non-Disc.$64.3M
Employees19
Clients2
DateMar 2019
Total AUM$281.9M
Discretionary$281.9M
Non-Disc.$0
Employees19
Clients2
DateFeb 2019
Total AUM$281.9M
Discretionary$281.9M
Non-Disc.$0
Employees19
Clients2
DateJan 2019
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees23
Clients0
DateJan 2018
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees23
Clients0
DateJul 2017
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees23
Clients0
DateMay 2017
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees23
Clients0
DateMay 2017
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees23
Clients0
DateMar 2017
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees23
Clients0
DateMar 2017
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees23
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0