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 an independent, LLC-structured registered investment adviser that began SEC registration in 2020. The firm bills itself primarily as a fee-based wealth manager, charging a percentage of assets under management and serving both individual and family clients as well as institutional relationships. Its advisory focus is portfolio management for individuals and small businesses. The firm reports an individual owner and does not identify as an active ESG investor or pension consultant.
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 45Active vs passive
$151M in ETFs
91%
$138M
8%
$13M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $14.3M | 19,306 | 9.46% |
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
Similar firms
Legacy Consulting Group
RIAPlano, TX
Lifeway Financial Corporation
RIAPlano, TX
TFR Capital
RIAPlano, TX
Crescent Advisor Group, Inc.
RIAPlano, TX
Lake Whillans Capital Partners LLC
RIAPlano, TX
Nfwm
RIAPlano, TX