CMG Wealth Management
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 307513
- Registered since
- March 6, 2020
- Website
- cmgwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.44%
- Individuals15.54%
- Pension & Profit Sharing Plans1.64%
- Corporations / Businesses1.15%
- Charitable Organizations0.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
CMG Wealth Management is a privately held LLC that provides fee-based portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm registered with the SEC in 2020 and is owned by an individual. Its advisory work focuses on discretionary portfolio management under a percentage-of-AUM fee model. CMG does not identify as an ESG investor and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Exchange Traded Equities27%
- Cash & Cash Equivalents18%
- State & Local Bonds10%
- US Government Bonds8%
Owners & executives
2 of 2
James Pacholek
Managing Partner and Chief Executive OfficerCRD 4324371
Stephen Engels
Managing Partner and Chief Executive OfficerCRD 2428248
Contacts
3 of 4
Diana Brown
Registered Client Service AssociateCRD 1219715
Robert Engels
Registered RepresentativeCRD 6818852
Matthew Engels
Vice PresidentCRD 7951112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$329M in ETFs
89%
$292M
11%
$37.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $15.8M | 347,605 | 4.80% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 2500 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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