Sfg Wealth Management, LLC
● SEC registered since 2016CRD 285785SEC# 801-108748Towson, MD
Reg. AUM
$760.2M
Employees
19
Accounts
1,982
Location
Towson, MD
Sfg Wealth Management, LLC assets under management
Sfg Wealth Management, LLC is an investment advisory firm registered with the SEC based in Towson, MD. The firm has been registered since 2016. It reports $760.2 million in regulatory assets under management and employs 19 people.
Sfg Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Marie Horchar Control | Chief Operating Officer | Under 5% | 2020 |
| Lawrence Nelson Leitch Control | Chief Executive Officer | Under 5% | 2019 |
| Sfg Wealth Management, LLC Control | Managing Member | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Sfg Wealth Management, LLC manage?
Sfg Wealth Management, LLC reports $760.2 million in regulatory assets under management on its Form ADV.
How many employees does Sfg Wealth Management, LLC have?
Sfg Wealth Management, LLC reports 19 employees.
Where is Sfg Wealth Management, LLC located?
Sfg Wealth Management, LLC is based in Towson, MD and has been SEC-registered since 2016.
Does Sfg Wealth Management, LLC disclose fund performance?
Sfg 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 | 1104 Kenilworth Drive, Suite 500, Towson, MD 21204 |
| Phone | 410-825-3200 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1908914 |
| Discloses disciplinary history | No |
Regulatory AUM
$760.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$760.2Mregulatory AUM
Discretionary $681.9MNon-discretionary $78.3M