Active
HFG WEALTH MANAGEMENT, LLC
Investment Advice|THE WOODLANDS, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$460.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 460.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 148406 |
| SEC Number | 801-69751 |
| Street Address | 1790 HUGHES LANDING BLVD |
| Street Address 2 | SUITE 575 |
| Location | THE WOODLANDS, TX 77380 |
| Country | United States |
| Phone | 832-585-0110 |
| Fax | 832-585-0109 |
| Total Employees | 7 |
| Business Types | insurance_broker |
Client Count by Type (435 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 248 |
| High Net Worth Individual… | 173 |
| Charitable Organizations | 8 |
| Corporations/Businesses | 6 |
Community Partners
CITY OF CUT AND SHOOT
CITY OF MAGNOLIA
CITY OF PATTON VILLAGE
CITY OF SPLENDORA
CITY OF WILLIS
CITY OF WOODLOCH
COUNTY OF MONTGOMERY
TOWN OF STAGECOACH
VILLAGE OF PANORAMA
VILLAGE OF ROMAN FOREST
VILLAGE OF WOODBRANCH
CITY OF CUT AND SHOOT
CITY OF MAGNOLIA
CITY OF PATTON VILLAGE
CITY OF SPLENDORA
CITY OF WILLIS
CITY OF WOODLOCH
COUNTY OF MONTGOMERY
TOWN OF STAGECOACH
VILLAGE OF PANORAMA
VILLAGE OF ROMAN FOREST
VILLAGE OF WOODBRANCH
CITY OF CUT AND SHOOT
CITY OF MAGNOLIA
CITY OF PATTON VILLAGE
CITY OF SPLENDORA
CITY OF WILLIS
CITY OF WOODLOCH
COUNTY OF MONTGOMERY
TOWN OF STAGECOACH
VILLAGE OF PANORAMA
VILLAGE OF ROMAN FOREST
VILLAGE OF WOODBRANCH
Municipal Government
11 Active
11
Organizations
AUDUBON WCID
BLAKETREE MUD 1 OF MONTGOMERY COUNTY
CHATEAU WOODS MUD
CLEVELAND MUD 1
CLOVER CREEK MUD
CONROE MUD 1
CORINTHIAN POINT MUD 2
EAST MONTGOMERY COUNTY IMPROVEMENT DISTRICT
EAST MONTGOMERY COUNTY MUD 1
EAST MONTGOMERY COUNTY MUD 3
EAST MONTGOMERY COUNTY MUD 4
EAST MONTGOMERY COUNTY MUD 5
EAST MONTGOMERY COUNTY MUD 6
EAST MONTGOMERY COUNTY MUD 7
EAST PLANTATION UTILITY DISTRICT
FAR HILLS UTILITY DISTRICT
GRAND OAKS MUD
LAKE CONROE HILLS MUD
LONE STAR GROUNDWATER CONSERVANCY DISTRICT
MAGNOLIA WOODS MUD 1
AUDUBON WCID
BLAKETREE MUD 1 OF MONTGOMERY COUNTY
CHATEAU WOODS MUD
CLEVELAND MUD 1
CLOVER CREEK MUD
CONROE MUD 1
CORINTHIAN POINT MUD 2
EAST MONTGOMERY COUNTY IMPROVEMENT DISTRICT
EAST MONTGOMERY COUNTY MUD 1
EAST MONTGOMERY COUNTY MUD 3
EAST MONTGOMERY COUNTY MUD 4
EAST MONTGOMERY COUNTY MUD 5
EAST MONTGOMERY COUNTY MUD 6
EAST MONTGOMERY COUNTY MUD 7
EAST PLANTATION UTILITY DISTRICT
FAR HILLS UTILITY DISTRICT
GRAND OAKS MUD
LAKE CONROE HILLS MUD
LONE STAR GROUNDWATER CONSERVANCY DISTRICT
MAGNOLIA WOODS MUD 1
AUDUBON WCID
BLAKETREE MUD 1 OF MONTGOMERY COUNTY
CHATEAU WOODS MUD
CLEVELAND MUD 1
CLOVER CREEK MUD
CONROE MUD 1
CORINTHIAN POINT MUD 2
EAST MONTGOMERY COUNTY IMPROVEMENT DISTRICT
EAST MONTGOMERY COUNTY MUD 1
EAST MONTGOMERY COUNTY MUD 3
EAST MONTGOMERY COUNTY MUD 4
EAST MONTGOMERY COUNTY MUD 5
EAST MONTGOMERY COUNTY MUD 6
EAST MONTGOMERY COUNTY MUD 7
EAST PLANTATION UTILITY DISTRICT
FAR HILLS UTILITY DISTRICT
GRAND OAKS MUD
LAKE CONROE HILLS MUD
LONE STAR GROUNDWATER CONSERVANCY DISTRICT
MAGNOLIA WOODS MUD 1
Special District
137 Active
137
Organizations
CONROE IND SCH DIST 902
MAGNOLIA IND SCH DIST 906
MONTGOMERY IND SCH DIST 903
NEW CANEY IND SCH 908
SPLENDORA IND SCH DIST 907
WILLIS IND SCH DIST 904
CONROE IND SCH DIST 902
MAGNOLIA IND SCH DIST 906
MONTGOMERY IND SCH DIST 903
NEW CANEY IND SCH 908
SPLENDORA IND SCH DIST 907
WILLIS IND SCH DIST 904
CONROE IND SCH DIST 902
MAGNOLIA IND SCH DIST 906
MONTGOMERY IND SCH DIST 903
NEW CANEY IND SCH 908
SPLENDORA IND SCH DIST 907
WILLIS IND SCH DIST 904
School District
6 Active
6
Organizations
21 STRONG FOUNDATION
28675923 LINDE WOODLANDS TOASTMASTERS
3L ANIMAL RESCUE INC
5921 CLUB INC
86 Cancer Inc
AA PRIMARY PURPOSE GROUP - THE WOODLANDS TX
ABANDONED ANIMAL RESCUE
ABIGAIL VAN VLECK CHARITABLE TRUST
A BRIGHTER EDUCATION FOR DYSLEXIA
ABUNDANT FAITH MINISTRIES INC
ACEC TAX EXEMPT LIFE HEALTH
ADAMS APPLE INC
ADAPTIVE DEFENSE
ADAPT & OVERCOME
A DOBERMAN ADOPTION PLACEMENT TEAM
ADOPT-A-FOAL & EQUINE RESUE INC
ADVANCE MINISTRIES OF WILLIS INC
AFFORDABLE HOUSING MANAGEMENT
AFFORDABLE HOUSING MANAGEMENT ASSOCIATIO OF EAST TEXAS SCHOLARSHIP FOUNDATION
AFGHAN HOUND CLUB OF GREATER HOUSTON INCORPORATED
21 STRONG FOUNDATION
28675923 LINDE WOODLANDS TOASTMASTERS
3L ANIMAL RESCUE INC
5921 CLUB INC
86 Cancer Inc
AA PRIMARY PURPOSE GROUP - THE WOODLANDS TX
ABANDONED ANIMAL RESCUE
ABIGAIL VAN VLECK CHARITABLE TRUST
A BRIGHTER EDUCATION FOR DYSLEXIA
ABUNDANT FAITH MINISTRIES INC
ACEC TAX EXEMPT LIFE HEALTH
ADAMS APPLE INC
ADAPTIVE DEFENSE
ADAPT & OVERCOME
A DOBERMAN ADOPTION PLACEMENT TEAM
ADOPT-A-FOAL & EQUINE RESUE INC
ADVANCE MINISTRIES OF WILLIS INC
AFFORDABLE HOUSING MANAGEMENT
AFFORDABLE HOUSING MANAGEMENT ASSOCIATIO OF EAST TEXAS SCHOLARSHIP FOUNDATION
AFGHAN HOUND CLUB OF GREATER HOUSTON INCORPORATED
21 STRONG FOUNDATION
28675923 LINDE WOODLANDS TOASTMASTERS
3L ANIMAL RESCUE INC
5921 CLUB INC
86 Cancer Inc
AA PRIMARY PURPOSE GROUP - THE WOODLANDS TX
ABANDONED ANIMAL RESCUE
ABIGAIL VAN VLECK CHARITABLE TRUST
A BRIGHTER EDUCATION FOR DYSLEXIA
ABUNDANT FAITH MINISTRIES INC
ACEC TAX EXEMPT LIFE HEALTH
ADAMS APPLE INC
ADAPTIVE DEFENSE
ADAPT & OVERCOME
A DOBERMAN ADOPTION PLACEMENT TEAM
ADOPT-A-FOAL & EQUINE RESUE INC
ADVANCE MINISTRIES OF WILLIS INC
AFFORDABLE HOUSING MANAGEMENT
AFFORDABLE HOUSING MANAGEMENT ASSOCIATIO OF EAST TEXAS SCHOLARSHIP FOUNDATION
AFGHAN HOUND CLUB OF GREATER HOUSTON INCORPORATED
Nonprofit Organization
1424 Active
1424
Organizations
Community Partners117 organizations
CITY OF MAGNOLIA
Municipal Government·MAGNOLIA
CITY OF PATTON VILLAGE
Municipal Government·SPLENDORA
CITY OF SPLENDORA
Municipal Government·SPLENDORA
CITY OF WOODLOCH
Municipal Government·CONROE
COUNTY OF MONTGOMERY
Municipal Government·CONROE
VILLAGE OF ROMAN FOREST
Municipal Government·ROMAN FOREST
VILLAGE OF WOODBRANCH
Municipal Government·NEW CANEY
AUDUBON WCID
Special District·HOUSTON
BLAKETREE MUD 1 OF MONTGOMERY COUNTY
Special District·HOUSTON
CHATEAU WOODS MUD
Special District·CONROE
CLEVELAND MUD 1
Special District·HOUSTON
CLOVER CREEK MUD
Special District·HOUSTON
CONROE MUD 1
Special District·HOUSTON
CORINTHIAN POINT MUD 2
Special District·HOUSTON
EAST MONTGOMERY COUNTY IMPROVEMENT DISTRICT
Special District·NEW CANEY
EAST MONTGOMERY COUNTY MUD 1
Special District·CONROE
EAST MONTGOMERY COUNTY MUD 3
Special District·HOUSTON
EAST MONTGOMERY COUNTY MUD 4
Special District·HOUSTON
EAST MONTGOMERY COUNTY MUD 5
Special District·HOUSTON
EAST MONTGOMERY COUNTY MUD 6
Special District·HOUSTON
EAST MONTGOMERY COUNTY MUD 7
Special District·HOUSTON
EAST PLANTATION UTILITY DISTRICT
Special District·CONROE
FAR HILLS UTILITY DISTRICT
Special District·WILLIS
GRAND OAKS MUD
Special District·HOUSTON
LAKE CONROE HILLS MUD
Special District·CONROE
MAGNOLIA WOODS MUD 1
Special District·HOUSTON
MONTGOMERY CO HOUSING AUTHORITY
Special District·CONROE
MONTGOMERY COUNTY DRAINAGE DISTRICT 10
Special District·HOUSTON
MONTGOMERY COUNTY DRAINAGE DISTRICT 6
Special District·HOUSTON
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 10
Special District·CONROE
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 11
Special District·CONROE
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 12
Special District·CONROE
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 14
Special District·THE WOODLANDS
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 4
Special District·SPRING
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 5
Special District·CONROE
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 7
Special District·NEW CANEY
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 8
Special District·CONROE
MONTGOMERY COUNTY EMERGENCY SERVICES DISTRICT 9
Special District·CONROE
MONTGOMERY COUNTY ESD 1
Special District·WILLIS
MONTGOMERY COUNTY FRESH WATER SUPPLY DISTRICT 6
Special District·WILLIS
MONTGOMERY COUNTY MUD 105
Special District·HOUSTON
MONTGOMERY COUNTY MUD 106
Special District·HOUSTON
MONTGOMERY COUNTY MUD 107
Special District·HOUSTON
MONTGOMERY COUNTY MUD 108
Special District·HOUSTON
MONTGOMERY COUNTY MUD 111
Special District·HOUSTON
MONTGOMERY COUNTY MUD 112
Special District·HOUSTON
MONTGOMERY COUNTY MUD 113
Special District·SUGAR LAND
MONTGOMERY COUNTY MUD 115
Special District·HOUSTON
MONTGOMERY COUNTY MUD 116
Special District·HOUSTON
MONTGOMERY COUNTY MUD 119
Special District·HOUSTON
MONTGOMERY COUNTY MUD 121
Special District·SUGAR LAND
21 STRONG FOUNDATION
Nonprofit Organization·The Woodlands
28675923 LINDE WOODLANDS TOASTMASTERS
Nonprofit Organization·The Woodlands
3L ANIMAL RESCUE INC
Nonprofit Organization·MAGNOLIA
5921 CLUB INC
Nonprofit Organization·Willis
86 Cancer Inc
Nonprofit Organization·The Woodlands
AA PRIMARY PURPOSE GROUP - THE WOODLANDS TX
Nonprofit Organization·The Woodlands
ABANDONED ANIMAL RESCUE
Nonprofit Organization·MAGNOLIA
ABIGAIL VAN VLECK CHARITABLE TRUST
Nonprofit Organization·PORTER
A BRIGHTER EDUCATION FOR DYSLEXIA
Nonprofit Organization·The Woodlands
ABUNDANT FAITH MINISTRIES INC
Nonprofit Organization·Porter
ACEC TAX EXEMPT LIFE HEALTH
Nonprofit Organization·THE WOODLANDS
ADAMS APPLE INC
Nonprofit Organization·Porter
ADAPTIVE DEFENSE
Nonprofit Organization·Magnolia
ADAPT & OVERCOME
Nonprofit Organization·Magnolia
A DOBERMAN ADOPTION PLACEMENT TEAM
Nonprofit Organization·New Caney
ADOPT-A-FOAL & EQUINE RESUE INC
Nonprofit Organization·Magnolia
ADVANCE MINISTRIES OF WILLIS INC
Nonprofit Organization·Willis
AFFORDABLE HOUSING MANAGEMENT
Nonprofit Organization·THE WOODLANDS
AFFORDABLE HOUSING MANAGEMENT ASSOCIATIO OF EAST TEXAS SCHOLARSHIP FOUNDATION
Nonprofit Organization·THE WOODLANDS
AFGHAN HOUND CLUB OF GREATER HOUSTON INCORPORATED
Nonprofit Organization·The Woodlands
AGAPE IN ACTION INC
Nonprofit Organization·PORTER
AGING IN PLACE - THE WOODLANDS
Nonprofit Organization·The Woodlands
A GOLDEN OPPORTUNITY
Nonprofit Organization·NEW CANEY
A GOLDEN OPPORTUNITY FOOD PROGRAM
Nonprofit Organization·New Caney
A GROWING NEED FOUNDATION INC
Nonprofit Organization·Cut and Shoot
AIRLINE EMPLOYEES 4 HEALTH FREEDOM
Nonprofit Organization·Magnolia
AJ MCGUIRT MINISTRIES INC
Nonprofit Organization·STAGECOACH
ALAS DE DIOS
Nonprofit Organization·The Woodlands
ALDEN BRIDGE VILLAGE ASSOCIATION INC
Nonprofit Organization·The Woodlands
ALDINE COLLEGE ENDOWMENT SCHOLARSHIP FOUNDATION
Nonprofit Organization·The Woodlands
ALL BORDER COLLIE RESCUE
Nonprofit Organization·The Woodlands
ALL BREED RESCUE OF TEXAS INC
Nonprofit Organization·New Caney
ALL EARS LISTENING AND LANGUAGE CENTER
Nonprofit Organization·The Woodlands
ALL HANDS ABREAST DRAGON BOAT TEAM
Nonprofit Organization·NEW CANEY
ALLIANCE OF FREE GRACE LEADERS INC
Nonprofit Organization·The Woodlands
ALL IN FOUNDATION
Nonprofit Organization·WILLIS
ALL OF THEM DRAFT HORSE AND ANIMAL RESCUE INC
Nonprofit Organization·MAGNOLIA
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·The Woodlands
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·MAGNOLIA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·magnolia
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·PORTER
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Porter
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·The Woodlands
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·The Woodlands
AMBASSADORS TO THE NATION INC
Nonprofit Organization·The Woodlands
AMERICAN BUSINESS WOMENS ASSOC
Nonprofit Organization·The Woodlands
AMERICAN CHRISTIAN FICTION WRITERS INC
Nonprofit Organization·The Woodlands
AMERICAN COMMONWEALTH FILM FOUNDATION
Nonprofit Organization·THE WOODLANDS
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·THE WOODLANDS
AMERICAN FORCE BASEBALL
Nonprofit Organization·Magnolia