BFG Wealth Management
Investment Management • 
Dallas, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 3838 Oak Lawn Ave, Dallas, Texas 75219, US |
| Website | |
| NAICS | 5231 |
| Keywords | Risk Management, Succession Planning, Private Equity, Retirement Planning, Equity Research, Alternative Investments, Investment Management, Cash Flow Planning, Wealth Planning, Income Generation, Capital Preservation, Estate Planning Coordination, Tax-Efficient Investing, Portfolio Design, Real Estate Investment Strategy, Business Owner Strategies, Ira & 401(K) Rollovers, Charitable Giving Strategy, High-Net-Worth Families |
| Employees | 1-10 |
| Socials |
Key Contact at BFG Wealth Management
Shahla Buchholz
Operations Director
BFG Wealth Management Email Formats
BFG Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@bfgwm.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bfgwm.com | 66.7% |
{first name} | john@bfgwm.com | 33.3% |
About BFG Wealth Management
We help individuals, families, business owners, and real estate investors design portfolios that actually work in real life. Our focus goes beyond chasing returns. We align investments with client goals, integrate tax and estate planning, and create strategies that balance growth, income, and liquidity. With decades of experience in markets and wealth management, we bring clarity and discipline to complex financial lives. The result is smarter investing, stronger outcomes, and wealth that supports the life you want to live.
BFG Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
BFG Wealth Management has never raised funding before.
Germany
Norway
South Africa
CanadaFrequently asked questions
4.8
40,000 users
