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Sfg Wealth Management, LLC

● SEC registered since 2016CRD 285785SEC# 801-108748Towson, MD
Export (members)
Reg. AUM
$643.6M
Employees
11
Accounts
1,918
Location
Towson, MD

Sfg Wealth Management, LLC assets under management

Sfg Wealth Management, LLC is an investment advisory firm registered with the SEC based in Towson, MD. The firm has been registered since 2016. It reports $643.6 million in regulatory assets under management and employs 11 people.
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Sfg Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Christina Marie Horchar ControlChief Operating OfficerUnder 5%2020
Kenneth William Pegher ControlChief Compliance OfficerUnder 5%2016
Lawrence Nelson Leitch ControlChief Executive OfficerUnder 5%2019
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Frequently asked questions

How much does Sfg Wealth Management, LLC manage?

Sfg Wealth Management, LLC reports $643.6 million in regulatory assets under management on its Form ADV.

How many employees does Sfg Wealth Management, LLC have?

Sfg Wealth Management, LLC reports 11 employees.

Where is Sfg Wealth Management, LLC located?

Sfg Wealth Management, LLC is based in Towson, MD and has been SEC-registered since 2016.

Does Sfg Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address1104 Kenilworth Drive, Suite 500, Towson, MD 21204
Phone410-825-3200
Office hours8:30a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1908914
Discloses disciplinary historyNo

Assets under management

Discretionary$570M
Non-discretionary$73.6M
Total (RAUM)$643.6M