WFG ADVISORS, LP
SEC file number 801-61945
· DALLAS, TX
https://wfg-ww.de ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.50B
Discretionary AUM
$1.43B
Employees
156
Clients
6600
Firm
- Address
- 2711 N HASKELL AVE
DALLAS, TX 75204 - Phone
- —
- Website
- https://wfg-ww.de
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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01 Advisors 04, L.P. · D · Sep 16, 2026$395M
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DTF Advisors Holdings LLC · D · Jan 28, 2026
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CL Advisors - DV LP · D · Dec 16, 2025$7.3M
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Aspire Advisors LLC · D · Nov 17, 2025$20M
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