BFG WEALTH MANAGEMENT LLC

Overview

BFG Wealth Management LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. Its client mix includes both individuals/families and institutional relationships. The firm bills clients through a combination of AUM-based fees and fixed fees and lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting. Filings indicate the firm does not position itself as a capital allocator to third‑party managers and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives