Sfg Wealth Advisors, LLC
● SEC registered since 2021CRD 307368SEC# 801-121619Tampa, FL
Reg. AUM
$187.7M
Employees
6
Accounts
779
Location
Tampa, FL
Sfg Wealth Advisors, LLC assets under management
Sfg Wealth Advisors, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2021. It reports $187.7 million in regulatory assets under management and employs 6 people.
Sfg Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Donald Snyder | Member | 25-50% | 2020 |
| Bruce Donald Snyder Control | Managing Member/Chief Compliance Officer | 50-75% | 2020 |
| Heather Leigh Snyder | Member | 10-25% | 2020 |
Frequently asked questions
How much does Sfg Wealth Advisors, LLC manage?
Sfg Wealth Advisors, LLC reports $187.7 million in regulatory assets under management on its Form ADV.
How many employees does Sfg Wealth Advisors, LLC have?
Sfg Wealth Advisors, LLC reports 6 employees.
Where is Sfg Wealth Advisors, LLC located?
Sfg Wealth Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2021.
Does Sfg Wealth Advisors, LLC disclose fund performance?
Sfg Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 705 West Azeele Street, Tampa, FL 33606 |
| Phone | (813) 251-9095 |
| Fax | (813) 251-1876 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$187.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$187.7Mregulatory AUM
Discretionary $174.1MNon-discretionary $13.5M