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Sfg Wealth Advisors, LLC

● SEC registered since 2021CRD 307368SEC# 801-121619Tampa, FL
Export (members)
Reg. AUM
$163.4M
Employees
5
Accounts
766
Location
Tampa, FL

Sfg Wealth Advisors, LLC assets under management

Sfg Wealth Advisors, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2021. It reports $163.4 million in regulatory assets under management and employs 5 people.
www.sfgtampa.comView on SEC.gov ↗

Sfg Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bruce Donald Snyder ControlManaging Member/Chief Compliance Officer50-75%2020
Bruce Donald SnyderMember25-50%2020
Heather Leigh SnyderMember10-25%2020

Frequently asked questions

How much does Sfg Wealth Advisors, LLC manage?

Sfg Wealth Advisors, LLC reports $163.4 million in regulatory assets under management on its Form ADV.

How many employees does Sfg Wealth Advisors, LLC have?

Sfg Wealth Advisors, LLC reports 5 employees.

Where is Sfg Wealth Advisors, LLC located?

Sfg Wealth Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2021.

Does Sfg Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address705 West Azeele Street, Tampa, FL 33606
Phone(813) 251-9095
Fax(813) 251-1876
Office hours8:30a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148.8M
Non-discretionary$14.6M
Total (RAUM)$163.4M