SFMG Wealth Advisors is a wealth manager based in Plano, United States, founded in 1992. Verified contact details, AUM data, and investment preferences on FindLPs.
SFMG Wealth Advisors (SFMG) is a wealth management firm based in Plano, Texas. Founded in 1992 by Mr. Gregory P. Morgan, SFMG offers personalized financial planning and wealth management services for individuals and families. The firm also provides financial planning, tax, and cash planning and risk management services. It invests in public equity, fixed income markets, mutual funds, money market funds, and exchange-traded funds. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Investment types: Buyout, Debt - General, Private Equity, Growth/Expansion, Hedge Fund, Oil/Gas, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Venture Debt
Sectors & themes: Financial Services
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 7800 Dallas Parkway
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.