TMG WEALTH ADVISORS, INC.

RIASEC Registered
Total AUM
$29.3M
Discretionary
$29.3M
100% of AUM
Avg account
$177K
Accounts
165
Employees
2
Advisory reps
1

Firm details

Headquarters
BEAVERTON, Oregon
CRD number
155180
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tmg Wealth Advisors, Inc. operates as an independent registered investment advisor, focusing on providing a range of financial services to individuals and families. The firm is structured as a corporation and is owned by an individual. Tmg Wealth Advisors engages in various business activities, including serving as a registered representative of a broker-dealer and functioning as an insurance broker. Their advisory services encompass financial planning, portfolio management for individuals and small businesses, and pension consulting, along with the selection of other advisers. The firm does not actively pursue ESG investments and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • KURT MORGAN

    President and CEOCRD 1652357

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BEAVERTON, OR

WASHINGTON

Location

BEAVERTON, OR

Headquartered in BEAVERTON, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
WASHINGTON
Address
14631 SW Millikan Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth