Bank / Wealth / TrustRIA · CRD 285899SEC-Registered

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PMG Wealth Management

PMG Wealth Management was established in 2007 and is headquartered in Hawthorn Woods, Illinois, a suburb northwest of Chicago. The firm provides investment...

PMG Wealth Management logo

PMG Wealth Management

PMG Wealth Management was established in 2007 and is headquartered in Hawthorn Woods, Illinois, a suburb northwest of Chicago. The firm provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and corporate entities. PMG operates as an independent registered investment advisor, a structure that distinguishes it from broker-dealer affiliated shops in the region. The firm's service model centers on discretionary investment management and financial planning. PMG constructs portfolios across equities, fixed income, and managed products, with a focus on long-term wealth preservation rather than episodic transactional advice. The practice serves clients primarily in the Chicagoland area, drawing from the concentrated wealth corridors of Lake and Cook counties. PMG operates from a single location in Hawthorn Woods. The firm maintains a lean operational footprint, with no disclosed professional headcount or adjacent vehicles such as philanthropic foundations or real-asset arms. The practice has not announced any leadership changes, fund launches, or structural reorganizations in the last 24 months. As an Illinois-based independent RIA, PMG's structural distinction lies in its geographic and operational isolation from the wirehouse networks that dominate Chicago's wealth management landscape. The firm has chosen not to participate in the consolidation wave reshaping the RIA industry, remaining privately held with no disclosed succession plan or external capital partner.

General information

Firm type

Bank / Wealth / Trust

Year founded

2007

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Hawthorn Woods

Corporate office

Hawthorn Woods, IL, United States

Frequently asked questions

What is PMG Wealth Management?

PMG Wealth Management is a bank / wealth / trust headquartered in Hawthorn Woods, United States.

When was PMG Wealth Management founded?

PMG Wealth Management was founded in 2007.

Where is PMG Wealth Management headquartered?

PMG Wealth Management is headquartered in Hawthorn Woods, United States, in the North America region.

What is PMG Wealth Management's assets under management?

PMG Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for PMG Wealth Management?

Altss maintains an OSINT-verified profile of PMG Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is PMG Wealth Management's website?

PMG Wealth Management's public website is pmgwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is PMG Wealth Management?

PMG Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.

How does Altss source intelligence on PMG Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was PMG Wealth Management's Altss profile last updated?

PMG Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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