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Screenshots

  • SFMG Wealth screenshot 1
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About SFMG Wealth

This app allows you to access your account information, secure document vault and other reporting information all from your mobile device! Ease of access and a full view of your portfolio is another way we strive to give you Confidence for Life™

What’s new

Version 5.23.0 · Updated July 17, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, SFMG, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

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