# CMG Wealth Management

CMG Wealth Management is a Bank / Wealth / Trust based in Plano, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** www.cmgwm.com
- **LinkedIn:** https://www.linkedin.com/company/cmg-wealth-management

## Regulatory record

- **CRD number:** 307513
- **SEC file number:** 801-118163
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-18T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307513

## About

An independent firm with a disciplined process to help clients navigate the markets, financial decisions and retirement | Anyone who has ever navigated a boat knows that if you do nothing more than set your initial trajectory, you’ll end up somewhere other than your target destination. The same is true of your financial goals -- it’s your ability to adapt to the unexpected that will most determine where you end up.

## Related profiles

- [CMG.ASIA](https://altss.com/profile/cmg-asia)
- [CMHC Pension Fund](https://altss.com/profile/cmhc-pension-fund)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cmg-wealth-management

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