CMG WEALTH MANAGEMENT

Overview

CMG Wealth Management is an owner-operated limited liability company that registered with the SEC in 2020. The firm operates on a percentage-of-AUM fee model and focuses on discretionary portfolio management for individuals and small businesses, while also serving family and institutional clients. It does not position itself as a capital allocator or pension consultant, and it reports that ESG integration is not an active part of its investment process. The adviser appears to run a relatively compact, fee-based practice rather than a multi-state or multi-entity advisory platform. Most client relationships are managed on a discretionary basis, and the firm relies on third-party managers for selected alternative exposures rather than building an in-house alternatives platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices