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CMG WEALTH MANAGEMENT
Legal name: CMG GLOBAL HOLDINGS, LLC
CRD 307513File 801-118163
APPROVED
Retail clients
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$379.4M
Below cohort median (national)
Discretionary AUM
$350.3M
Non-discretionary $29.1M
Clients
332
674 accounts
Employees
5
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 6, 2020
- Principal office
- 2500 DALLAS PARKWAY, SUITE 400, PLANO, TX, 75093
- Phone
- 469-729-7084
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $379.4M
- Discretionary AUM
- $350.3M
- Non-discretionary AUM
- $29.1M
- Discretionary accounts
- 591
- Non-discretionary accounts
- 83
- Total accounts
- 674
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.4M |
| Charitable organizations | 5 | $873K |
| High net worth individuals | 122 | $309.0M |
| Pension and profit sharing plans | Fewer than 5 | $6.2M |
| Individuals (other than high net worth individuals) | 203 | $58.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.