# EDGAR Filing Document

**Accession Number:** 0001548059
**File Stem:** 0001548059-26-000001
**Filing Date:** 2026-3
**Character Count:** 2354
**Document Hash:** 4d8d38bff9697a4b7cfe4286480802e6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001548059-26-000001.hdr.sgml**: 20260325

**ACCESSION NUMBER**: 0001548059-26-000001

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260325

**DATE AS OF CHANGE**: 20260325

**EFFECTIVENESS DATE**: 20260325

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TCFG WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001548059

**ORGANIZATION NAME:**
- **EIN:** 800804654
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-69089
- **FILM NUMBER:** 26793908

**BUSINESS ADDRESS:**
- **STREET 1:** 28202 CABOT ROAD, SUITE 305
- **CITY:** LAGUNA NIGUEL
- **STATE:** CA
- **ZIP:** 92677
- **BUSINESS PHONE:** 949 365-5830

**MAIL ADDRESS:**
- **STREET 1:** 28202 CABOT ROAD, SUITE 300
- **CITY:** LAGUNA NIGUEL
- **STATE:** CA
- **ZIP:** 92677

### Attached PDF Documents

**Attachment 1:** `2025CertAuditTCFG.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001548059

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** TCFG WEALTH MANAGEMENT, LLC

**Business Address:** 28202 CABOT ROAD, SUITE 305, LAGUNA NIGUEL, CA, 92677

**Contact Person:** Rick Roberts

**Contact Phone:** 949-365-5830

### Independent Public Accountant Identification

**Accountant Name:** Sanville & Company LLC

**Accountant Address:** 325 N St. Paul Street, Suite 3100, Dallas, TX, 75201

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Rick Roberts**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **TCFG WEALTH MANAGEMENT, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Rick Roberts

**Title:** CEO