# TFG WEALTH MANAGEMENT, LLC

TFG WEALTH MANAGEMENT, LLC of NEWTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 148025
- Type: SEC-registered investment adviser
- SEC file number: 801-116753
- Location: 538 DURHAM ROAD, NEWTOWN, PA, 18940
- Phone: 866-296-8156
- Latest filing: 2023-03-20
- Regulatory AUM: $143.2M
- Discretionary AUM: $135.7M
- Non-discretionary AUM: $7.5M
- Clients: 5
- Accounts: 674

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Fried David | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148025/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148025/similar
- Related entities: https://search.stillhousedata.com/firm/148025/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148025

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.