LP Profile

HFG Wealth Management

Also known as hfg wealth

Wealth ManagerThe Woodlands, United StatesFounded 2008
$526M
Assets Under Management
The Woodlands
Headquarters
Investment Focus

About HFG Wealth Management

HFG Wealth Management is a wealth manager based in The Woodlands, US. Founded in 2008. Reported AUM: 526 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to HFG Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$505.6M
Total Clients
1,492
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to HFG Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is HFG Wealth Management?

HFG Wealth Management is a wealth manager based in The Woodlands, United States, managing approximately $526M in assets.

Where is HFG Wealth Management headquartered?

HFG Wealth Management is headquartered in The Woodlands, United States.

How much does HFG Wealth Management manage?

HFG Wealth Management manages approximately $526M in assets under management.

When was HFG Wealth Management founded?

HFG Wealth Management was founded in 2008.

How can I contact HFG Wealth Management?

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