# CMG Wealth Advisors LLC

> CMG Wealth Advisors LLC is an SEC-registered investment advisory firm in Madison, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 340600
- Filed as: CMG WEALTH ADVISORS LLC
- Also doing business as: CMG WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340600
- AdvisorCensus page: https://advisorcensus.com/firm/cmg-wealth-advisors-llc-madison-wi-340600

## Quick answers

**How is CMG Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CMG Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is CMG Wealth Advisors LLC located?**
CMG Wealth Advisors LLC's principal office is in Madison, WI, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is CMG Wealth Advisors LLC registered with the SEC or a state?**
CMG Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340600.

**How much does CMG Wealth Advisors LLC manage?**
CMG Wealth Advisors LLC reports $138,350,338 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**What types of clients does CMG Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,058).

**Which custodians does CMG Wealth Advisors LLC use?**
CMG Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Commonwealth Financial Network and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does CMG Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340600

**Does CMG Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 13, 2026 says: "In general, CMG seeks advisory client relationships with a minimum of $5,000,000 in assets to provide investment management services and charge a tiered-fee schedule as set forth in Item 5."

**What changed in CMG Wealth Advisors LLC's recent Form ADV filings?**
In the September 2026 filing data: Added the business name CMG Wealth. Employees performing advisory functions went from 1 to 3. Added an office in Dodgeville, WI. Added an office in Mineral Point, WI. Added an office in Mount Horeb, WI. Registered or notice-filed in IL, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Account minimum: $5,000,000

> In general, CMG seeks advisory client relationships with a minimum of $5,000,000 in assets to provide investment management services and charge a tiered-fee schedule as set forth in Item 5.

- Minimum annual fee: None

> CMG charges a minimum advisory fee of 0.50% for fixed income portfolios only but does not impose a minimum dollar amount per annum for advisory fees for investors (“Advisory Fee”).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Commonwealth Financial Network
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $138,350,338
- Discretionary: $138,350,338
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,058 | $138,350,338 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Dodgeville, WI
- Mineral Point, WI
- Mount Horeb, WI

### Websites listed on Form ADV (Item 1.I)
- [cmgwealthadvisors.com](https://cmgwealthadvisors.com)

## Changes in the filing (last 12 months)

### September 2026
- Added the business name CMG Wealth.
- Employees performing advisory functions went from 1 to 3.
- Added an office in Dodgeville, WI.
- Added an office in Mineral Point, WI.
- Added an office in Mount Horeb, WI.
- Registered or notice-filed in IL, TX.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CMG Wealth Advisors LLC (CRD 340600): Form ADV filing data as of October 2026.