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PMG WEALTH MANAGEMENT
Legal name: PMG WEALTH MANAGEMENT, INC.
CRD 285899File 801-122740
APPROVED
Retail clients
Disclosure events
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$198.3M
Below cohort median (national)
Discretionary AUM
$198.3M
Clients
443
775 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 22, 2021
- Principal office
- 60 LANDOVER PKWY, STE. D, HAWTHORN WOODS, IL, 60047
- Phone
- 847-550-6100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $198.3M
- Discretionary AUM
- $198.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 775
- Non-discretionary accounts
- 0
- Total accounts
- 775
- AUM per client
- $448K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $60K |
| High net worth individuals | 144 | $144.2M |
| Pension and profit sharing plans | Fewer than 5 | $271K |
| Individuals (other than high net worth individuals) | 299 | $53.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.