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PMG WEALTH MANAGEMENT
PMG WEALTH MANAGEMENT, INC.
CRD 285899 · SEC 801-122740
60 LANDOVER PKWY, STE. D, HAWTHORN WOODS, IL, 60047, United States
Phone
847-550-6100
Fax
847-550-6106
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$198.3M
Discretionary AUM
$198.3M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $53.8M |
| High net worth individuals | 144 | $144.2M |
States served
CA, IL, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD