Hfg Wealth Management, LLC
● SEC registered since 2008CRD 148406SEC# 801-69751The Woodlands, TX
Reg. AUM
$505.6M
Employees
6
Accounts
1,492
Location
The Woodlands, TX
Hfg Wealth Management, LLC assets under management
Hfg Wealth Management, LLC operates as an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2008. It reports $505.6 million in regulatory assets under management and employs 6 people.
Hfg Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry John Pizzutello | Chief Investment Officer | Under 5% | 2021 |
| Kathryn Louise Bates Control | Chief Compliance Officer / Chief Operating Officer | Under 5% | 2024 |
| Larry Arlen Harvey Control | Managing Member, President | Over 75% | 2008 |
Frequently asked questions
How much does Hfg Wealth Management, LLC manage?
Hfg Wealth Management, LLC reports $505.6 million in regulatory assets under management on its Form ADV.
How many employees does Hfg Wealth Management, LLC have?
Hfg Wealth Management, LLC reports 6 employees.
Where is Hfg Wealth Management, LLC located?
Hfg Wealth Management, LLC is based in The Woodlands, TX and has been SEC-registered since 2008.
Does Hfg Wealth Management, LLC disclose fund performance?
Hfg Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX 77380 |
| Phone | 832-585-0110 |
| Fax | 832-585-0109 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$505.6M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$505.6Mregulatory AUM
Discretionary $505.6M