SFG WEALTH ADVISORS, LLC
CRD #307368 SEC #801-121619 TAMPA, FL (813) 251-9095
SEC Registered
Total AUM
$163.4M
Discretionary
$148.8M
Employees
5
Clients
10
Accounts
766
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $163.4M | $148.8M | $14.6M | 5 | 0 |
| Mar 2024 | $149M | $138.5M | $10.5M | 5 | 0 |
| Jan 2024 | $127.8M | $125.5M | $2.3M | 7 | 0 |
| Mar 2023 | $127.8M | $125.5M | $2.3M | 7 | 0 |
| Sep 2022 | $153.2M | $149.6M | $3.6M | 6 | 0 |
| Mar 2022 | $153.2M | $149.6M | $3.6M | 6 | 0 |
| Nov 2021 | $140.2M | $137.7M | $2.5M | 7 | 0 |
| Jun 2021 | $140.2M | $137.7M | $2.5M | 7 | 0 |
| May 2021 | $140.2M | $137.7M | $2.5M | 7 | 0 |
DateMar 2025
Total AUM$163.4M
Discretionary$148.8M
Non-Disc.$14.6M
Employees5
Clients0
DateMar 2024
Total AUM$149M
Discretionary$138.5M
Non-Disc.$10.5M
Employees5
Clients0
DateJan 2024
Total AUM$127.8M
Discretionary$125.5M
Non-Disc.$2.3M
Employees7
Clients0
DateMar 2023
Total AUM$127.8M
Discretionary$125.5M
Non-Disc.$2.3M
Employees7
Clients0
DateSep 2022
Total AUM$153.2M
Discretionary$149.6M
Non-Disc.$3.6M
Employees6
Clients0
DateMar 2022
Total AUM$153.2M
Discretionary$149.6M
Non-Disc.$3.6M
Employees6
Clients0
DateNov 2021
Total AUM$140.2M
Discretionary$137.7M
Non-Disc.$2.5M
Employees7
Clients0
DateJun 2021
Total AUM$140.2M
Discretionary$137.7M
Non-Disc.$2.5M
Employees7
Clients0
DateMay 2021
Total AUM$140.2M
Discretionary$137.7M
Non-Disc.$2.5M
Employees7
Clients0