Cmg Wealth Management
Cmg Wealth Management is an SEC-registered wealth manager in Plano, TX with $379.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Cmg Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307513, SEC 801-118163, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $379.4M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 4
- Clients
- 332
- CRD
- 307513
- Ownership
- ENGELS, STEPHEN; PACHOLEK, JAMES
How much AUM does Cmg Wealth Management have?
Cmg Wealth Management reported $379.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Cmg Wealth Management?
Disclosed owners and executives of Cmg Wealth Management include ENGELS, STEPHEN, PACHOLEK, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.