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
Stephen Engels
Managing Partner and Chief Executive OfficerCRD 2428248
James Pacholek
Managing Partner and Chief Executive OfficerCRD 4324371
Contacts
3 of 4
Matthew Engels
Vice PresidentCRD 7951112
Michael George
Financial AdvisorCRD 8306326
Diana Brown
Registered Client Service AssociateCRD 1219715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$165M in ETFs
89%
$146M
11%
$18.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $15.8M | 347,605 | 9.60% |
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