Bfg Wealth Management LLC

Bfg Wealth Management LLC (CRD# 299406) is a financial advisory firm headquartered in Dallas, TX. They manage $29,722,972 in 172 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3838 Oak Lawn Ave, Ste 1000, Dallas, TX 75219
https://www.instagram.com/bfgwealth/
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $172,808
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI, TX

Financial Advisors at Bfg Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alexis Buchholz, financial advisor Dallas TX
Alexis M. Buchholz
CRD#: 5706554
3838 Oak Lawn Ave, Ste 1000, Dallas, TX 75219

Alexis Buchholz (CRD# 5706554) is an Investment Advisor Representative working at Bfg Wealth Management LLC in Dallas, TX and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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