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PMG WEALTH MANAGEMENT
60 Landover Pkwy, Ste. D
Hawthorn Woods, Illinois 60047
Tel: 847-550-6100
About PMG WEALTH MANAGEMENT
PMG WEALTH MANAGEMENT, formally registered with the SEC as PMG WEALTH MANAGEMENT. The firm was established in 11/22/2021. They have over 2 offices throughout the country.
PMG WEALTH MANAGEMENT is a Hawthorn Woods, Illinois based Financial Planning firm with nearly $164,749,480 assets under management, offering retirement planning & investment advisory services to 696 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285899 |
| SEC# | 801-122740 |
| Assets Managed by Firm | $164,749,480 |
| No. of Clients | 696 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 696 | $164,749,480 |
| Individuals (other than high net worth individuals) | 279 | $48,824,283 |
| High net worth individuals | 121 | $115,676,296 |
| Pension and profit sharing plans | Fewer than 5 clients | $240,831 |
| Charitable organizations | Fewer than 5 clients | $8,070 |
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|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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