PMG WEALTH MANAGEMENT

RIASEC RegisteredEst. 2021

Total AUM

$198M

Discretionary

$198M

100% of AUM

Avg account

$256K

Accounts

775

Employees

Advisory reps

Firm details

Headquarters: HAWTHORN WOODS, Illinois
CRD number: 285899
Registered since: November 22, 2021
Website: pmgwealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI72.7%
Individuals27.13%
Pension & Profit Sharing Plans0.14%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

PMG Wealth Management is a corporation that provides advisory services to individuals and families. The firm has been SEC-registered since 2021 and is owned by an individual principal. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers; it also identifies itself as a capital allocator. Compensation is through a percentage-of-AUM fee schedule and hourly charges. PMG is not positioned as an active ESG investor and does not describe itself as a multi-state adviser. PMG maintains affiliations across the financial services ecosystem, including relationships with a broker-dealer and an insurance company, and it also operates as an investment adviser in contexts that involve selecting outside managers.