Investment adviser · CRD 340600
CMG WEALTH ADVISORS LLC
Investment adviser filing (IA)
MADISON, WI, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 1,747 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,058 | $138,350,338 | 100.0% |
Filing source
Form ADV 2125992 · Sep 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 9, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
8020 EXCELSIOR DRIVE SUITE 100MADISON, WI, 53717, United States
CRD 340600
Filing source
Form ADV 2125992 · Sep 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.