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Managing Member, Chief Compliance Officer · PMG Wealth Management

Phillip Guerrero

CRD 2896913 · Named on Form ADV at one SEC-registered adviser

At a glance

PMG Wealth Management, an SEC-registered wealth manager based in Hawthorn Woods, IL with $198 million in regulatory assets, lists Phillip Guerrero on its Form ADV as Managing Member, Chief Compliance Officer, a control person.

Firms and roles

  • PMG Wealth ManagementManaging Member, Chief Compliance OfficerWealth manager · Hawthorn Woods, IL · $198M in regulatory assets

AtlasMembers

Phillip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.