Data / Investment advisers / Texas / HFG Wealth Management, LLC
HFG Wealth Management, LLC, The Woodlands, TX: $506 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
HFG Wealth Management, LLC is an SEC registered investment adviser with its main office in The Woodlands, Texas and reports $506 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 148406
- SEC file number
- 801-69751
- SEC status
- Approved, effective November 28, 2008
- Main office
- 1790 Hughes Landing Blvd Suite 575, The Woodlands, TX 77380
- Phone
- (832) 585-0110
- Website
- hfgwm.com
- Regulatory AUM
- $505,616,927 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $505,616,927
- Accounts
- 1,492
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 174 | $354.9 million |
| Individuals (other than high net worth individuals) | 255 | $96.2 million |
| Charitable organizations | 7 | $33.4 million |
| Corporations or other businesses | 6 | $21 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $505.6 million | March 12, 2026 |
| December 1, 2025 | $460.7 million | November 25, 2025 |
Other advisers in The Woodlands
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | The Woodlands | $593.7 million | Not listed | adviserinfo.sec.gov |
| Ias Wealth Management, Inc. | The Woodlands | $588.6 million | Not listed | adviserinfo.sec.gov |
| Qvidtvm Management LLC | The Woodlands | $555.8 million | 3 | adviserinfo.sec.gov |
| The Sum | The Woodlands | $551.4 million | Not listed | adviserinfo.sec.gov |
| Peirce Capital Management, LLC | The Woodlands | $534.1 million | Not listed | adviserinfo.sec.gov |
| Threadgill Financial, LLC | The Woodlands | $399.4 million | Not listed | adviserinfo.sec.gov |
| Awm Financial Services Inc. | The Woodlands | $320.6 million | Not listed | adviserinfo.sec.gov |
| Legacy Capital | The Woodlands | $273.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in The Woodlands, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- HFG Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.