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Managing Member, Chief Executive Officer, Founder, Chief Compliance Officer · HFG Wealth Management, LLC

Larry A. Harvey

CRD 1483362 · Named on Form ADV at 2 SEC-registered advisers

At a glance

HFG Wealth Management, LLC, an SEC-registered wealth manager based in The Woodlands, TX with $506 million in regulatory assets, lists Larry A. Harvey on its Form ADV as Managing Member, Chief Executive Officer, Founder, Chief Compliance Officer, a control person. The SEC filings also name Larry at 1 other registered adviser.

Firms and roles

  • HFG Wealth Management, LLCManaging Member, Chief Executive Officer, Founder, Chief Compliance OfficerWealth manager · The Woodlands, TX · $506M in regulatory assets
  • Bellatore Financial, Inc.CEO, Chairman of the Board, Chief Compliance OfficerWealth manager · The Woodlands, TX · $639M in regulatory assets

AtlasMembers

Larry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Larry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.