SG Wealth Managers LLC

Overview

SG Wealth Managers LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. Their reported client base includes both individuals/families and institutional clients. According to their filing, core advisory services focus on portfolio management for individuals and small businesses, with pension consulting services also listed. Compensation mixes percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a capital allocator. An insurance company is noted among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives