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HFG WEALTH MANAGEMENT, LLC
CRD 148406File 801-69751
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$505.6M
Above cohort median (national)
Discretionary AUM
$505.6M
Clients
442
1,492 accounts
Employees
10
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 28, 2008
- Principal office
- 1790 HUGHES LANDING BLVD, SUITE 575, THE WOODLANDS, TX, 77380
- Phone
- 832-585-0110
- Website
- HTTP://WWW.HFGWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $505.6M
- Discretionary AUM
- $505.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,492
- Non-discretionary accounts
- 0
- Total accounts
- 1,492
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $21.0M |
| Charitable organizations | 7 | $33.4M |
| High net worth individuals | 174 | $354.9M |
| Individuals (other than high net worth individuals) | 255 | $96.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.