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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (4)
FL GA NC TX
Address
705 WEST AZEELE STREETTAMPA, FL 33606
United States
Phone: (813) 251-9095