HFG Wealth Management, LLC
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 148406
- Registered since
- November 28, 2008
- Website
- hfgwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.19%
- Individuals19.03%
- Charitable Organizations6.62%
- Corporations / Businesses4.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
HFG Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2008. The firm serves both individual/family and institutional clients and provides financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker and charges clients by percentage of assets under management, hourly fees, and fixed fees. HFG acts as a capital allocator, deploying client capital to third‑party managers when appropriate. The firm is not identified as an active ESG investor and is not registered as a multi‑state adviser. HFG was listed among Top RIA Firms by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
- Other2%
Owners & executives
2 of 2
Kevin Bruce
Chief Strategy OfficerCRD 4460048
Henry Pizzutello
Chief Investment OfficerCRD 1426098
Contacts
3 of 6
Larry Harvey
Managing MemberCRD 1483362
Matthew Harvey
Executive Vice PresidentCRD 6906351
Kathryn Bates
Business ManagerCRD 7301485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$99.8M in ETFs
10%
$10.2M
72%
$89.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL WORLD EQUITY ETF (DFAW) | Dimensional | Active | Global Large Stock Blend | $8.6M | 103,945 | 8.62% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 1790 Hughes Landing Blvd
- Time zone
- CT (UTC-6)
- Office locations
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