← Tributary

BFG WEALTH

EDMOND, OK · CRD 167814 · IAPD ↗ · bfgwealth.net · 405-341-9245

$182.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2024 — BFG WEALTH (EDMOND, OK) left the SEC roster (was $182.4M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
67
March 2024 — BFG WEALTH grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
March 2024 — BFG WEALTH now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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