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Sg Wealth Managers LLC CRD 310597
$41.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7900 E Thompson Peak Pkwy Unit 104, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED | 2024-03-08 |
Branch Locations
7900 E Thompson Peak Pkwy Unit 104, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fountain Hills | AZ | 04/2018 | 12/2023 |
| J.P. Morgan Securities Llc | Fountain Hills | AZ | 09/2020 | 12/2023 |
| Flo's | Scottsdale | AZ | 08/2015 | 11/2016 |
| Butters | Scottsdale | AZ | 01/2017 | 03/2018 |
| Pei Wei | Scottsdale | AZ | 11/2016 | 12/2016 |
| Flo's | Scottsdale | AZ | 05/2018 | 08/2018 |
| Flemings | Scottsdale | AZ | 07/2018 | 03/2020 |
| Pei Wei | Cave Creek | AZ | 11/2016 | 12/2016 |
| Sg Wealth Managers Llc | Scottsdale | AZ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-15 |
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