SFG WEALTH MANAGEMENT, LLC
C41
CRD 285785·SEC 801-108748·TOWSON, MD
AUM
$760.2M
$500M-$1B
Est. Revenue
$7.6M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $281.8M
'21 · $408.5M
'22 · $531.7M
'23 · $531.7M
'25 · $643.6M
'26 · $760.2M
'20'26
$281.8M → $760.2M▲ +170%
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 14 advisors
'22 · 13 advisors
'23 · 13 advisors
'25 · 11 advisors
'26 · 10 advisors
'20'26
15 advisors → 10 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1104 KENILWORTH DRIVESUITE 500TOWSON, MD 21204
Business
1104 KENILWORTH DRIVESUITE 500TOWSON, MD 21204
Edgar Recent Filings
13F-HR2026-04-23 · 0001908914-26-000003
13F-HR2026-02-03 · 0001908914-26-000002