HAWTHORN WOODS, ILCRD 285899Latest ADV February 2, 2026
Pmg Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Hawthorn Woods, IL. Its latest Form ADV filing, dated February 2, 2026, reports $198M in regulatory assets under management, 4 employees, 1 office, and 775 accounts.
Assets Under Management
$198M
Employees
4
Offices
1 office
Total Clients
443
Primary office
HAWTHORN WOODS, IL
60 LANDOVER PKWY, STE. D, HAWTHORN WOODS, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.5% of total clients.
Top client categories% of clientsClients
1
Individuals
67.5%
299
2
HNWI
32.5%
144
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$198Mas of February 2, 2026
Discretionary100.0%
$198M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$198M
Total Accounts775
10Y AUM Change+$79M (+66.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee111:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.