# SG Wealth Managers LLC

> SG Wealth Managers LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 310597
- Filed as: SG WEALTH MANAGERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310597
- AdvisorCensus page: https://advisorcensus.com/firm/sg-wealth-managers-llc-scottsdale-az-310597

## Quick answers

**How is SG Wealth Managers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SG Wealth Managers LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is SG Wealth Managers LLC located?**
SG Wealth Managers LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is SG Wealth Managers LLC registered with the SEC or a state?**
SG Wealth Managers LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310597.

**How much does SG Wealth Managers LLC manage?**
SG Wealth Managers LLC reports $41,090,000 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**What types of clients does SG Wealth Managers LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (32); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does SG Wealth Managers LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310597

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $41,090,000
- Discretionary: $41,090,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $12,229,708 |
| High net worth individuals | 32 | $25,891,942 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,870,350 |
| Charitable organizations | 1 | $98,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sgwealthmanagers.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SG Wealth Managers LLC (CRD 310597): Form ADV filing data as of October 2026.