FG Wealth Management

Overview

FG Wealth Management is an independent, owner-operated advisory firm organized as an LLC and registered to do business in Oklahoma and Texas. The firm serves both individuals/families and institutional clients and acts as a capital allocator, placing client assets into third-party managers as appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. FG Wealth Management does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices