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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...

Overview

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

Location

Region

North America

Country

United States

City

Hawthorn Woods

Corporate office

Hawthorn Woods, IL, United States

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