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CMG WEALTH MANAGEMENT

PLANO, TX · CRD 307513 · IAPD ↗ · 469-729-7084

$379.4MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — CMG WEALTH MANAGEMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2026 — CMG WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.