FG WEALTH MANAGEMENT of BARTLESVILLE, OK is an SEC-registered investment adviser (CRD 117845). Regulatory assets under management: $14.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| WORD TRACY TRIECE | MANAGING MEMBER; PRINCIPAL PARTNER | — |
| VISE DANIEL ANDREW | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRINCIPAL PARTNER & CHIEF COMPLIANCE OFFICER | — |
| NETTLES JON AUBREY | MANAGING MEMBER; PRINCIPAL PARTNER | — |
| DEARMAN LARRY JOE | MANAGING MEMBER; PRINCIPAL PARTNER | — |
| MARLOWE ROBERT CURTISS | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |