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SFMG Wealth Advisors

SFMG Wealth Advisors

Plano, Texassfmg.com

Overview

SFMG Wealth Advisors is a Texas-based fee-only wealth management firm that provides financial planning and investment management, with services including portfolio management in private equity, venture capital, and real estate.

Year Founded

1992

Portfolio Companies

1

Website

sfmg.com

Investments

SFMG Wealth Advisors investments
CompanyDateStageLead
MiliDec 2024SeedCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersPlano, Texas
Year Founded1992

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