Cmg Wealth Advisors LLC: new SEC registration, $138M AUM, Madison, WI
Cmg Wealth Advisors LLC (Madison, Wisconsin): new SEC registration, $138M AUM, Madison, WI. Its amount of 138 is above the median of 134 (52nd percentile). Dated 240 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 138 · 52th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cmg Wealth Advisors LLC |
| Legal name | Cmg Wealth Advisors LLC |
| CRD | 340600 |
| Status | Approved |
| Registered with the SEC | 2026-03-10 |
| Latest Form ADV filing | 2026-09-09 |
| Location | Madison, WI, United States |
| Regulatory AUM | $138,350,338 |
| Accounts | 1747 |
| Employees | 5 |
| Website | https://www.cmgwealthadvisors.com/ |
| amount percentile | 52th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (18 WI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WI first): Sentinel Advisory Group, LLC · Paladin Partners · Fiduciary Financial Planning Network · Sycamore Investment Consulting Services, LLC · Central Wealth Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cmg Wealth Advisors LLC and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Cmg Wealth Advisors LLC's amount: 52nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wisconsin peer: $3,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $138M under management.
- Website on file.
What is the NewRiaPulse record for Cmg Wealth Advisors LLC in Madison, Wisconsin?
Cmg Wealth Advisors LLC received SEC registration as an investment adviser (2026-03-10) with $138,350,338 in regulatory assets under management, based in Madison, WI.
How does Cmg Wealth Advisors LLC compare to other Wisconsin NewRiaPulse records?
Its amount of 138 sits in the upper half (52th percentile) of 1,149 records; the median is 134. It is 240 days old; check the official source for later updates before acting.
Cmg Wealth Advisors LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cmg Wealth Advisors LLC | Madison, WI | 138 | 52nd | 2026-03-10 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Wisconsin NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.