← Tributary

SFMG WEALTH ADVISORS

PLANO, TX · CRD 107548 · IAPD ↗ · sfmg.com · 972-960-6460

$2.96BRegulatory AUM
16Advisory reps
39Employees
6Clients
More than 500Planning clients
1Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — SFMG WEALTH ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2026 — SFMG WEALTH ADVISORS notice-filed in AR, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — SFMG WEALTH ADVISORS now reports 1 private fund(s) ($376,821 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
55
December 2025 — SFMG WEALTH ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — SFMG WEALTH ADVISORS notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — SFMG WEALTH ADVISORS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.