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BFG WEALTH MANAGEMENT LLC
CRD 299406
3838 OAK LAWN AVE, STE 1000, DALLAS, TX, 75219, United States
Phone
469-995-8970
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.3M
Discretionary AUM
$38.3M
Team
2 total employees; 1 advisory reps; 38328347 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $8.9M |
| High net worth individuals | 8 | $28.0M |
| Corporations/business entities | 3 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD