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CMG WEALTH MANAGEMENT
CMG GLOBAL HOLDINGS, LLC
CRD 307513 · SEC 801-118163
2500 DALLAS PARKWAY, SUITE 400, PLANO, TX, 75093, United States
Phone
469-729-7084
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$379.4M
Discretionary AUM
$350.3M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $58.9M |
| High net worth individuals | 122 | $309.0M |
| Pension/profit sharing plans | 1 | $6.2M |
| Charitable organizations | 5 | $873K |
| Corporations/business entities | 1 | $4.4M |
States served
AR, CA, LA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/stephen-engels-cfp%C2%AE-5144102/
- https://www.linkedin.com/in/james-pacholek-0186561a7/
- http://www.youtube.com/@cmgwealthmanagement2225
- https://cmgwm.com/
- https://www.linkedin.com/company/cmg-wealth-management
- https://www.linkedin.com/in/robert-engels-b15336143
- https://www.linkedin.com/in/matthew-engels-b67141238
Official SEC filing: View on IAPD