Cmg Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated February 18, 2026, reports $379M in regulatory assets under management, 4 employees, and 674 accounts.
Assets Under Management
$379M
Employees
4
Offices
--
Total Clients
332
Primary office
PLANO, TX
2500 DALLAS PARKWAY, SUITE 400, PLANO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.1% of total clients.
Top client categories% of clientsClients
1
Individuals
61.1%
203
2
HNWI
36.7%
122
3
Charitable
1.5%
5
4
Pension Plans
0.3%
1
5
Corporations
0.3%
1
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$379Mas of February 18, 2026
Discretionary92.3%
$350M
92% of total RAUM92.3%
Non-discretionary7.7%
$29M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$379M
Total Accounts674
10Y AUM Change+$379M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee83:1
10Y Employee Change+1 (+33.3%)
* 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.