What departments does SFMG Wealth Advisors have?

SFMG Wealth Advisors has employees across 4 departments including Marketing, Consultant, Finance, Support.

What is the largest department at SFMG Wealth Advisors?

The largest department at SFMG Wealth Advisors is Marketing with 1 employees.

Where are SFMG Wealth Advisors employees located globally?

SFMG Wealth Advisors has employees across 2 continents and 3 countries including France, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has SFMG Wealth Advisors's team size changed over time?

SFMG Wealth Advisors's team has decreased from approximately 44 to 39 employees based on available data.

SFMG Wealth Advisors Employee Directory

Investment ManagementTexas, United States11-50 Employees

SFMG Wealth Advisors is a Plano, Texas-based, fee-only Registered Investment Advisor serving clients in the Dallas area. Founded in 2002 and locally owned, the firm delivers high-touch, personalized financial planning and wealth management for high-net-worth families, business owners, executives, and private equity investors.

The firm emphasizes a relationship philosophy centered on delivering advice that helps clients feel successful and confident about their financial future. By focusing on planning and ongoing management of financial affairs, it aims to provide peace of mind throughout life. As a small to mid-sized player in the investment management industry, the firm operates from a local base in the Dallas region.

SFMG Wealth Advisors Global Highlights

North America
52

United States Of America
52

Europe
2

France
1
United Kingdom Of Great Britain And Northern Ireland
1

SFMG Wealth Advisors's Leadership

T. J. Y.
Head Of Advisory & Wealth Advisor
Mobile Phone
Email
M. P.
Senior Alternative Investments Associate
Mobile Phone
Email
C. K.
Marketing Coordinator
Mobile Phone
Email
M. C.
Wealth Advisor
Mobile Phone
Email
A. C.
Associate Financial Planner
Mobile Phone
Email
A. N.
Technology Support Associate
Mobile Phone
Email
L. B.
Client Service Associate
Mobile Phone
Email
M. J.
Client Service Coordinator
Mobile Phone
Email

SFMG Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Community & Social Services
Administrative
Other

Contact profiles from SFMG Wealth Advisors

Name

Title

Contact Info

Location

Last Update

T. J. Y.
Head Of Advisory & Wealth Advisor
Mobile Phone
Email
Mar 26, 2026
M. P.
Senior Alternative Investments Associate
Mobile Phone
Email
Feb 18, 2025
C. K.
Marketing Coordinator
Mobile Phone
Email
Jun 14, 2026
M. C.
Wealth Advisor
Mobile Phone
Email
Jul 10, 2026
A. C.
Associate Financial Planner
Mobile Phone
Email
Oct 18, 2024
A. N.
Technology Support Associate
Mobile Phone
Email
Jan 22, 2026
L. B.
Client Service Associate
Mobile Phone
Email
Oct 23, 2024
M. J.
Client Service Coordinator
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is SFMG Wealth Advisors known for?

SFMG Wealth Advisors was founded in 2002 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-972-960-****

. Explore SFMG Wealth Advisors's company overview page for more information.

What is SFMG Wealth Advisors's most common email format?

SFMG Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SFMG Wealth Advisors email formats with LeadIQ.

How many employees does SFMG Wealth Advisors have currently?

SFMG Wealth Advisors has approximately 38 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are SFMG Wealth Advisors's key employees and leadership?

As of July 2026, SFMG Wealth Advisors's key employees include:

Head Of Advisory & Wealth Advisor: T. J. Y.
Senior Alternative Investments Associate: M. P.
Marketing Coordinator: C. K.
Wealth Advisor: M. C.
Associate Financial Planner: A. C.

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SFMG Wealth Advisors Employee Directory

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