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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 Oct 1, 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
- Website
- HTTP://WWW.PMGWEALTH.COM
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 400 | 443 | increased by43 |
| Mar 1, 2026 | AUM | $164,749,480 | $198,347,444 | increased by$33,597,964 |
| Mar 1, 2026 | Accounts | 696 | 775 | increased by79 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 236 | 400 | increased by164 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $130,264,219 | $164,749,480 | increased by$34,485,261 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 560 | 696 | increased by136 |
| Apr 1, 2022 | AUM | $119,446,645 | $130,264,219 | increased by$10,817,574 |
| Apr 1, 2022 | Accounts | 537 | 560 | increased by23 |
| Dec 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PMG WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PMG WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.