RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
JOHNS, RYAN, LEEICHIEF COMPLIANCE OFFICERNA
JOHNS, RYAN, LEEICHIEF COMPLIANCE OFFICERNA
JOHNS, RYAN, LEEICHIEF COMPLIANCE OFFICERNA
JOHNS, RYAN, LEEICHIEF COMPLIANCE OFFICERNA
JOHNS, RYAN, LEEICHIEF COMPLIANCE OFFICERNA
JOHNS, RYAN, LEEICHIEF COMPLIANCE OFFICERNA
SNYDER, BRUCE ("DON"), DONALDIMANAGING MEMBERD Control
SNYDER, BRUCE ("DON"), DONALDIMANAGING MEMBERD Control
SNYDER, BRUCE ("DON"), DONALDIMANAGING MEMBERD Control
SNYDER, BRUCE ("DON"), DONALDIMANAGING MEMBERD Control
SNYDER, BRUCE ("DON"), DONALDIMANAGING MEMBERD Control
SNYDER, BRUCE ("DON"), DONALDIMANAGING MEMBERD Control
SNYDER, BRUCE, DONALDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SNYDER, BRUCE, DONALDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SNYDER, BRUCE, DONALDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, BRUCE, DONALDIMEMBERC
SNYDER, HEATHER, LEIGHIMEMBERB
SNYDER, HEATHER, LEIGHIMEMBERB
SNYDER, HEATHER, LEIGHIMEMBERB
SNYDER, HEATHER, LEIGHIMEMBERB
SNYDER, HEATHER, LEIGHIMEMBERB
SNYDER, HEATHER, LEIGHIMEMBERB
SNYDER, HEATHER, LEIGHIMEMBERB
SNYDER, HEATHER, LEIGHIMEMBERB
SNYDER, HEATHER, LEIGHIMEMBERB

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (4)

FL GA NC TX

Address

705 WEST AZEELE STREET
TAMPA, FL 33606
United States
Phone: (813) 251-9095