SG WEALTH MANAGERS LLC

Overview

SG Wealth Managers LLC is a small, fee-based adviser that focuses on portfolio management for individuals, small businesses and select institutional clients. The firm runs a discretionary asset-based practice supplemented by fixed-fee work, and its stated advisory activities include pension consulting services alongside direct portfolio management. SG Wealth Managers shows a clear tilt toward equity investments, using exchange-traded equities as its primary sleeve, while supplementing portfolios with mutual funds and annuity solutions tied to its insurance affiliation. The firm does not present itself as an active ESG investor and is not structured as a multi-state or newly formed adviser. Its business model blends percentage-of-AUM billing with fixed fees, and custody of client assets is concentrated on a single primary custodian that houses the firm’s entire reported asset base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices