Sfg Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Towson, MD. Its latest Form ADV filing, dated April 14, 2026, reports $760M in regulatory assets under management, 19 employees, 2 offices, and 1,982 accounts.
Assets Under Management
$760M
Employees
19
Offices
2 offices
Total Clients
1,184
Primary office
TOWSON, MD
1104 KENILWORTH DRIVE, SUITE 500, TOWSON, MD, United States
Top client segmentIndividuals represent 52.3% of total clients.
Top client categories% of clientsClients
1
Individuals
52.3%
619
2
HNWI
46.8%
554
3
Corporations
0.9%
11
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$760Mas of April 14, 2026
Discretionary89.7%
$682M
90% of total RAUM89.7%
Non-discretionary10.3%
$78M
10% of total RAUM10.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$760M
Total Accounts1,982
10Y AUM Change+$575M (+309.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee62:1
10Y Employee Change-4 (-17.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.