CMG Wealth Advisors LLC

RIASEC RegisteredEst. 2026

Total AUM

$138M

Discretionary

$138M

100% of AUM

Avg account

$79.2K

Accounts

1,747

Employees

Advisory reps

Firm details

Headquarters: Madison, Wisconsin
CRD number: 340600
Registered since: March 10, 2026
Custodians: COMMONWEALTH FINANCIAL NETWORK, LPL FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CMG Wealth Advisors LLC is a limited liability company that acts as a capital allocator and provides fee-based wealth management, charging clients a percentage of assets under management. The firm is SEC registered (2026) and serves individual and family clients. Its reported advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. CMG Wealth Advisors is not characterized as an active ESG investor and does not operate as a multistate adviser; its owner structure includes domestic entity and individual ownership. The firm maintains industry relationships with broker-dealers and banking or thrift institutions.