Wealth manager, independent · Plano, TX
CMG Wealth Management
CMG Global Holdings, LLC · SEC-registered investment adviser · CRD 307513 · SEC 801-118163
At a glance
CMG Wealth Management is an SEC-registered investment adviser based in Plano, Texas, with $379 million in regulatory assets under management as of its Form ADV filed July 14, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 325 individual clients. By Form ADV it is a wealth manager, ranked 3,671st of 8,915 wealth managers and 9,048th of 17,210 SEC-registered advisers by assets.
Main office 469-729-7084cmgwm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $379M
- Rank among wealth managers
- #3,671 of 8,915
- Rank among all SEC RIAs
- #9,048 of 17,210
- Rank in Texas
- #599 of 1,081
- Individual clients
- 325
- High-net-worth clients
- 122
- Accounts
- 674
- Discretionary
- 92% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- James PacholekMember
- Stephen EngelsMember and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
CMG Wealth Management is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
ITEM 10 Other Financial Activities and Affiliations FINANCIAL INDUSTRY ACTIVITIES Stephen Engels and James Pacholek are both registered representatives with Purshe Kaplan Sterling Investments, a member of FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 122 | $309M | 81% |
| Individuals | 203 | $59M | 16% |
| Pension and profit sharing plans | 1 | $6M | 2% |
| Corporations or other businesses | 1 | $4M | 1% |
| Charitable organizations | 5 | $1M | <1% |
Disciplinary disclosures
CMG Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗cmgwm.com ↗
AtlasMembers
The full record on CMG Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 6,164 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CMG Wealth Management manage?
CMG Wealth Management reports $379 million in regulatory assets under management across 674 accounts, 92% of it on a discretionary basis, on its Form ADV filed July 14, 2026.
What kind of firm is CMG Wealth Management?
CMG Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are CMG Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($309 million, 122 clients); individuals ($59 million, 203 clients); pension and profit sharing plans ($6 million, 1 clients).
Does CMG Wealth Management have any disciplinary history?
CMG Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CMG Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →