Investment adviser · CRD 307513
CMG WEALTH MANAGEMENT
Investment adviser filing (IA)
CMG GLOBAL HOLDINGS, LLC
PLANO, TX, United States · Form ADV filed Jul 14, 2026
- Regulatory AUM
- $379M Form ADV · Item 5.F
- Client accounts
- 674 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| High-net-worth individuals | 122 | $308,950,862 | 81.4% |
| Individuals | 203 | $58,942,824 | 15.5% |
| Retirement plans | Fewer than 5 | $6,237,426 | 1.6% |
| Corporations & businesses | Fewer than 5 | $4,369,399 | 1.2% |
| Charities | 5 | $873,029 | 0.2% |
Filing source
Form ADV 2119186 · Jul 14, 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: Jul 14, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
2500 DALLAS PARKWAY, SUITE 400PLANO, TX, 75093, United States
CRD 307513
Filing source
Form ADV 2119186 · Jul 14, 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.