SG WEALTH MANAGERS LLC

SG WEALTH MANAGERS LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 310597). Regulatory assets under management: $41.1M.

Registration

• CRD: 310597
• Type: Registered investment adviser
• Location: 7900 E THOMPSON PEAK PKWY, SCOTTSDALE, AZ, 85255
• Phone: 480-597-1743
• Latest filing: 2026-03-09
• Regulatory AUM: $41.1M
• Discretionary AUM: $41.1M
• Clients: 3
• Accounts: 216

Business model

Compensation: % of AUM, Fixed.

Clients served: 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 310597 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search