SEC Form ADV

SFMG WEALTH ADVISORS

Registered Investment AdviserTX
$3.0B
Assets Under Management
6
Total Clients
39
Employees
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Registration Details

Accession
crd-107548
Location
PLANO, TX
Filing Date
July 24, 2026
AUM
$3.0B
Total Clients
6
Institutional Clients
3
Employees
39
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $377K in combined gross assets.

  • SFMG KNOWLEDGEABLE EE FUNDOther Private Fund$377K

About this Adviser

SFMG WEALTH ADVISORS is a registered investment adviser headquartered in PLANO, TX, managing approximately $3.0B in assets across 6 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.