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CMG WEALTH ADVISORS LLC
CRD 340600File 801-135516
APPROVED-120
Retail clients
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$138.4M
Bottom 25% of cohort (national)
Discretionary AUM
$138.4M
Clients
1,058
1,747 accounts
Employees
5
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 10, 2026
- Principal office
- 8020 EXCELSIOR DRIVE SUITE 100, MADISON, WI, 53717
- Phone
- 608-897-9265
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.4M
- Discretionary AUM
- $138.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,747
- Non-discretionary accounts
- 0
- Total accounts
- 1,747
- AUM per client
- $131K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,058 | $138.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 17, 2026 | Aum | — | 138350338 |
| Aug 17, 2026 | Clients | — | 1058 |
| Aug 17, 2026 | Accounts | — | 1747 |
| Aug 17, 2026 | Employees | 3 | 5 |
| Aug 12, 2026 | Registration | — | APPROVED-120 |
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.