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Hfg Wealth Management, LLC CRD 148406
$506M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1790 Hughes Landing Blvd Suite 575, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
1790 Hughes Landing Blvd Suite 575, The Woodlands, TX 77380 • United States
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-30 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hfg Wealth Management, Llc | The Woodlands | TX | 05/2026 | Present |
| Hfg Wealth Management, Llc | The Woodlands | TX | 07/2016 | 02/2018 |
| Bellatore Financial, Inc. | San Jose | CA | 06/2018 | 01/2019 |
| Self-Employed | Conroe | TX | 03/2018 | 05/2018 |
| Waterside Wealth Advisors, Llc | Conroe | TX | 06/2020 | 12/2023 |
| Self-Employed | Conroe | TX | 02/2019 | 05/2020 |
| Hfg Wealth Management, Llc | The Woodlands | TX | 10/2023 | 10/2025 |
| Align Investment Research, Llc | Willis | TX | 07/2024 | 10/2025 |
| Carson Group | Willis | TX | 10/2025 | 04/2026 |
| Cwm, Llc | Omaha | NE | 10/2025 | 05/2026 |
| Carson Group | Willis | TX | 04/2026 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-18 |
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