BFG WEALTH MANAGEMENT LLC

BFG WEALTH MANAGEMENT LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 299406). Regulatory assets under management: $38.3M.

Registration

• CRD: 299406
• Type: Registered investment adviser
• Location: 3838 OAK LAWN AVE, DALLAS, TX, 75219
• Phone: 469-995-8970
• Latest filing: 2026-06-02
• Regulatory AUM: $38.3M
• Discretionary AUM: $38.3M
• Clients: 2
• Accounts: 388

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299406 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search