HFG Wealth Management, LLC
HFG Wealth Management, LLC is an independent Registered Investment Advisory firm based in The Woodlands, Texas. Founded in 2008 by Larry Arlen Harvey, the firm provides comprehensive financial and life planning solutions for individuals, families, and charitable organizations. The firm's approach integrates investment management, advanced financial planning, and relationship management, and it is led by a team of about 7 professionals with a client-centric, purpose-driven philosophy. HFG serves high-net-worth and other individuals, as well as select organizations, aiming to address every aspect of their financial lives and advance their primary wealth concerns.
Investment Strategy
HFG Wealth Management employs a comprehensive, tailored investment and financial planning process that emphasizes both wealth preservation and growth. The firm builds individualized portfolios for clients, relying on prudent asset allocation, diversification, and ongoing market insights. Their holistic approach integrates investment management with advanced financial, tax, estate, and relationship strategies. The firm primarily serves high-net-worth individuals, families, and organizations, guiding all financial decisions according to each client's values and long-term goals. The strategy focuses on the preservation and growth of liquid net worth while coordinating sophisticated financial planning for legacy and intergenerational wealth transfer.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOCT | FIRST TR EXCHNG TRADED FD VI | 11.41% | $20.9M | 572,822 | $34.60 | $38.31 | +$2.5M |
I IAPR | INNOVATOR ETFS TRUST | 7.78% | $14.3M | 488,259 | $25.90 | $30.07 | +$973.1K |
Q QFLR | INNOVATOR ETFS TRUST | 6.88% | $12.6M | 423,263 | $27.47 | $33.15 | +$1.9M |
M MRSK | NORTHERN LIGHTS FD TR | 6.22% | $11.4M | 340,238 | $28.92 | $35.63 | +$456.5K |
F FTGC | FIRST TR EXCHANGE TRAD FD VI | 6.07% | $11.1M | 451,566 | $22.79 | $25.90 | -$734.9K |