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Hfg Wealth Management, LLC

● SEC registered since 2008CRD 148406SEC# 801-69751The Woodlands, TX
Export (members)
Reg. AUM
$460.7M
Employees
7
Accounts
1,447
Location
The Woodlands, TX

Hfg Wealth Management, LLC assets under management

Hfg Wealth Management, LLC operates as an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2008. It reports $460.7 million in regulatory assets under management and employs 7 people.

Hfg Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Henry John PizzutelloChief Investment OfficerUnder 5%2021
Kathryn Louise Bates ControlChief Compliance Officer / Chief Operating OfficerUnder 5%2024
Larry Arlen Harvey ControlManaging Member, PresidentOver 75%2008

Frequently asked questions

How much does Hfg Wealth Management, LLC manage?

Hfg Wealth Management, LLC reports $460.7 million in regulatory assets under management on its Form ADV.

How many employees does Hfg Wealth Management, LLC have?

Hfg Wealth Management, LLC reports 7 employees.

Where is Hfg Wealth Management, LLC located?

Hfg Wealth Management, LLC is based in The Woodlands, TX and has been SEC-registered since 2008.

Does Hfg Wealth Management, LLC disclose fund performance?

Hfg Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX 77380
Phone832-585-0110
Fax832-585-0109
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$460.7M
Non-discretionary$0
Total (RAUM)$460.7M