Sfmg Wealth Advisors
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at
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Verified contacts
41
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
28
indexed titles
Tech stack
1
tools in use
Monthly traffic
209
organic / mo
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Decision-makers and verified team members
41 contacts with verified email or phone · masked until revealed.
- AM
Angelica M. Lopez
Assistant Controller · Finance & Accounting
EmailPhone - DG
David Gamble
Senior Wealth Advisor · Finance & Accounting
EmailPhone - DD
Devin Delapp
Wealth Advisor · Finance & Accounting
EmailPhone - MC
Michael Cowles
Wealth Advisor · Finance & Accounting
EmailPhone - NG
Nick Gaumer
Manager of Trading & Stakeholder · Other
EmailPhone - CO
Corey Orthengren
Financial Planner · Finance & Accounting
EmailPhone - GR
Griffon Rubin
Investment Analyst · Finance & Accounting
EmailPhone - JK
Jennifer Kunhardt
Compliance Operations Associate · Operations
EmailPhone - LR
Lashell Robbins
Client Service Operations Associate · Operations
EmailPhone
Showing 9 of 41 verified contacts
Top roles at Sfmg Wealth Advisors
28 distinct titles indexed · top 10 shown.
- 2alternative investment associate
- 2client services associate
- 2financial planner
- 2investment analyst
- 2managing director
- 2senior wealth advisor
- 2wealth advisor
- 1' (',)
- 1,,
- 1assistant controller
- +18more titles
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