CMG Wealth Advisors LLC

Overview

CMG Wealth Advisors LLC is an SEC-registered investment adviser organized as an LLC. The firm identifies as a capital allocator serving primarily individual and family clients and charges fees as a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, selection of third‑party advisers, and pension consulting services. The firm reports relationships with broker‑dealers and banking or thrift institutions. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives