Pmg Wealth Management
Pmg Wealth Management is an SEC-registered mass-market adviser in Hawthorn Woods, IL with $198.3M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Pmg Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285899, SEC 801-122740, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $198.3M (2026-05-13)
- Firm type
- Mass-Market Adviser
- Location
- Hawthorn Woods, IL
- Employees
- 4
- Clients
- 443
- CRD
- 285899
- Ownership
- GUERRERO, PHILLIP
How much AUM does Pmg Wealth Management have?
Pmg Wealth Management reported $198.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Pmg Wealth Management?
Disclosed owners and executives of Pmg Wealth Management include GUERRERO, PHILLIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.