CMG WEALTH ADVISORS LLC

Overview

CMG Wealth Advisors LLC is a newly formed limited liability company that registered with the SEC in 2026 and positions itself as a capital allocator and adviser. The firm offers portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services and the selection of other advisers. Its stated fee model is a percentage of assets under management. CMG appears built to blend traditional liquid strategies with outsourced alternative capacity. Public-market exposure is expected to be delivered via mutual funds and corporate debt instruments, while alternative allocations are directed to private placements and real estate through third‑party managers. The firm is not an active ESG investor and is not set up as a multi‑state adviser, suggesting an initial, regionally focused launch. Industry relationships include broker‑dealer and banking or thrift institution affiliations, which likely inform custody, clearing, and distribution arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices