← Tributary

SFG WEALTH ADVISORS, LLC

TAMPA, FL · CRD 307368 · IAPD ↗ · sfgtampa.com · (813) 251-9095

$187.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — SFG WEALTH ADVISORS, LLC now reports custody of client assets ($38.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
April 2025 — SFG WEALTH ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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