Key facts
- SFMG WEALTH ADVISORS is a other based in PLANO, TX with 1 tracked portfolio company.
- Notable positions include Mili.
Registered with the SEC
Form ADV · 2026-03 · CRD 107548- Regulatory AUM
- —
- Private fund assets
- $377K
- Private funds
- 1 · 1 other
- Staff
- 39
- Registered office
- PLANO, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SFMG, LLC.).
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Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Mili | — | $7.0M | — |
Frequently asked
- What companies does SFMG WEALTH ADVISORS invest in?
- SFMG WEALTH ADVISORS has 1 recorded portfolio companies, including Mili.