SFG WEALTH MANAGEMENT LLC

SFG WEALTH MANAGEMENT LLC of GROVE CITY, OH is an SEC-registered investment adviser (CRD 336422). Regulatory assets under management: $245K.

Registration

• CRD: 336422
• Type: Registered investment adviser
• Location: 3989 BROADWAY, GROVE CITY, OH, 43123
• Phone: (614) 808-3391
• Latest filing: 2026-05-07
• Regulatory AUM: $245K
• Discretionary AUM: $245K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search