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CMG WEALTH ADVISORS LLC
CRD 340600 · SEC 801-135516
8020 EXCELSIOR DRIVE SUITE 100, MADISON, WI, 53717, United States
Phone
608-471-5415
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
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Discretionary AUM
—
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
States served
WI
Official SEC filing: View on IAPD