SGA Wealth Advisors LLC

Overview

SGA Wealth Advisors LLC is organized as a limited liability company that provides financial planning and discretionary portfolio management across individual, small business, and institutional clients. Listed advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm uses a fee model that combines percentage-of-assets and fixed fees. FINTRX data notes the firm is not an active ESG investor and is not registered as a multi-state adviser; it is also identified as not acting as a capital allocator. An industry affiliation with accountants is recorded.

Assets & Accounts

Location & Offices