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HFG Wealth Management
Larry Harvey established the firm in 2008 in The Woodlands, Texas, building on his prior advisory practice. Wealth originates from ongoing fee-based planning...
HFG Wealth Management
Larry Harvey established the firm in 2008 in The Woodlands, Texas, building on his prior advisory practice. Wealth originates from ongoing fee-based planning and investment management rather than a single operating company or industrial fortune. The firm deploys capital across equities, commodities via funds such as FTGC, and private credit. It maintains Bitcoin ETF holdings reported in 13F filings and holds commercial properties including its headquarters and a Nederland office building. Geographic focus remains North America with all known positions and offices in the United States. Co-investments occur through holding entities such as Bella Fund Holdings. The firm reports approximately 500 million USD in assets under management per internal records. It maintains satellite offices in Nederland and Huntsville, Texas. Philanthropic activity centers on The Woodlands Christian Academy where Larry and Mari Harvey serve as honorary chairs. November 2023 marked the acquisition of Waterside Wealth Advisors. Succession elements appear through family involvement with Matthew Harvey serving as Executive Vice President. The structure integrates operating businesses such as Bellatore Financial under common ownership with the advisory practice.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
The Woodlands
Corporate office
1790 Hughes Landing Boulevard Suite 575, The Woodlands, TX 77380, United States
Additional offices
Nederland, TX, United States · Huntsville, TX, United States
Principals
Larry Harvey
Founder and CEO
Henry Pizzutello
Chief Investment Officer
Matthew Harvey
Executive Vice President
Kevin Bruce
Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at HFG Wealth Management?
Henry Pizzutello serves as Chief Investment Officer. Larry Harvey remains Founder and CEO with oversight of overall strategy.
Does HFG Wealth Management participate in fund commitments or only direct deals?
The firm holds ETF positions and commodity funds while maintaining direct ownership of real estate and private companies through holding entities.
Where does the underlying wealth come from?
Wealth originates from fee-only financial planning and investment advisory services built since 1998.
How is HFG Wealth Management related to Bellatore Financial?
Larry Harvey holds a board seat at Bellatore Financial through Bella Fund Holdings, integrating it with the advisory practice.
Does HFG Wealth Management maintain philanthropic structures?
Larry and Mari Harvey support The Woodlands Christian Academy as honorary chairs for capital campaigns including a $2.1 million fine arts complex.
What investment stages does HFG Wealth Management typically target?
The firm focuses on public market ETFs, commodity strategies, and direct real estate holdings rather than venture-stage companies.
How does HFG Wealth Management source proprietary deal flow?
Deal flow arises through local Texas networks, RIA acquisitions, and existing client relationships in the Houston area.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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