# CMG Wealth Management

> CMG Wealth Management is an SEC-registered investment advisory firm in Plano, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 307513
- Filed as: CMG WEALTH MANAGEMENT
- Legal name: CMG Global Holdings, LLC
- Also doing business as: COURSE MADE GOOD WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307513
- AdvisorCensus page: https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513

## Quick answers

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

**Where is CMG Wealth Management located?**
CMG Wealth Management's principal office is in Plano, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is CMG Wealth Management registered with the SEC or a state?**
CMG Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307513.

**How much does CMG Wealth Management manage?**
CMG Wealth Management reports $379,373,540 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (92% discretionary).

**How have CMG Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for CMG Wealth Management: Regulatory assets under management: $276,156,009 in the October 2021 data and $379,373,540 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CMG Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (203); high net worth individuals (122); charitable organizations (5).

**Which custodians does CMG Wealth Management use?**
CMG Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does CMG Wealth Management 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/307513

**Does CMG Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "We do not have a minimum account size for our asset management services."

**What changed in CMG Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 4 to 5. Added an office in Cordele, GA. Registered or notice-filed in GA.

## 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 February 18, 2026)

- Account minimum: None

> We do not have a minimum account size for our asset management services.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $379,373,540
- Discretionary: $350,319,462
- Non-discretionary: $29,054,078

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 203 | $58,942,824 |
| High net worth individuals | 122 | $308,950,862 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $6,237,426 |
| Charitable organizations | 5 | $873,029 |
| Corporations or other businesses not listed above | 1 | $4,369,399 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, FL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Cordele, GA

### Websites listed on Form ADV (Item 1.I)
- cmgwm.com
- LinkedIn @cmg-wealth-management
- LinkedIn @james-pacholek-0186561a7
- LinkedIn @matthew-engels-b67141238
- LinkedIn @robert-engels-b15336143
- LinkedIn @stephen-engels-cfp®-5144102
- YouTube @cmgwealthmanagement2225

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $276,156,009 | 3 | April 20, 2021 |
| October 2022 | $305,000,000 | 3 | March 2, 2022 |
| October 2023 | $299,460,357 | 3 | September 28, 2023 |
| October 2024 | $312,939,733 | 4 | March 7, 2024 |
| October 2025 | $342,313,013 | 4 | January 31, 2025 |
| October 2026 | $379,373,540 | 5 | July 14, 2026 |

Regulatory assets under management: $276,156,009 in the October 2021 data and $379,373,540 in the October 2026 data, up 37%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 4 to 5.
- Added an office in Cordele, GA.
- Registered or notice-filed in GA.

### March 2026
- Regulatory assets under management went from $342,313,013 to $379,373,540 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CMG Wealth Management (CRD 307513): Form ADV filing data as of October 2026.