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HFG WEALTH MANAGEMENT, LLC

THE WOODLANDS, TX · CRD 148406 · IAPD ↗ · hfgwm.com · 832-585-0110

$505.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — HFG WEALTH MANAGEMENT, LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — HFG WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($460.7M -> $505.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2025 — HFG WEALTH MANAGEMENT, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
October 2024 — HFG WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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