LP Profile

RFG Wealth Advisory

Also known as rfg wealth advisory

Wealth ManagerArgyle, United StatesFounded 2015
$477M
Assets Under Management
Argyle
Headquarters
Investment Focus

About RFG Wealth Advisory

Secure your financial future with expert financial planning, investment management, estate planning, and retirement planning in Argyle and Denton County.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to RFG Wealth Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$476.7M
Total Clients
1,345
Filing Date
May 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is RFG Wealth Advisory?

RFG Wealth Advisory is a wealth manager based in Argyle, United States, managing approximately $477M in assets.

Where is RFG Wealth Advisory headquartered?

RFG Wealth Advisory is headquartered in Argyle, United States.

How much does RFG Wealth Advisory manage?

RFG Wealth Advisory manages approximately $477M in assets under management.

When was RFG Wealth Advisory founded?

RFG Wealth Advisory was founded in 2015.

How can I contact RFG Wealth Advisory?

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