Sfg Wealth Advisors, LLC
Sfg Wealth Advisors, LLC is an SEC-registered mass-market adviser in Tampa, FL with $187.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sfg Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307368, SEC 801-121619, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $187.7M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 6
- Clients
- 251
- CRD
- 307368
- Ownership
- JOHNS, RYAN, LEE; SNYDER, BRUCE, DONALD; SNYDER, BRUCE ("DON"), DONALD; SNYDER, HEATHER, LEIGH
How much AUM does Sfg Wealth Advisors, LLC have?
Sfg Wealth Advisors, LLC reported $187.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Sfg Wealth Advisors, LLC?
Disclosed owners and executives of Sfg Wealth Advisors, LLC include JOHNS, RYAN, LEE, SNYDER, BRUCE, DONALD, SNYDER, BRUCE ("DON"), DONALD, SNYDER, HEATHER, LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.