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- Custodian
- Folio Investments
- Clients
- Retail and Institutional
- Platforms
- BridgeCapital +more
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
About BFG Wealth Management LLC
BFG Wealth Management is a Dallas-based wealth manager providing comprehensive wealth management—investment management, retirement planning, and tax optimization. The firm actively manages portfolios built with individual securities, guided by fundamental analysis and risk management, and coordinates with clients’ CPAs and estate attorneys to align investment decisions with tax and estate considerations. Publishes “How to Build Portfolios that Actually Work.”
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Owner & Executives
Alexis Mikhail-Hirahara Buchholz
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5706554
- Ownership
- 50% but less than 75%
SHAHLA H BUCHHOLZ
Wealth Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,328,347 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,328,347 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,328,347
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,642,801,548 | 77.9% |
| Cash | $1,317,149,091 | 22.1% |
| Total | $5,959,950,639 | 100.0% |