Cmg Wealth Advisors LLC
● SEC registered since 2026CRD 340600SEC# 801-135516Madison, WI
Reg. AUM
$138.4M
Employees
5
Accounts
1,747
Location
Madison, WI
Cmg Wealth Advisors LLC assets under management
Cmg Wealth Advisors LLC is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2026. It reports $138.4 million in regulatory assets under management and employs 5 people.
Cmg Wealth Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Panagrossi Control | Chief Executive Officer | Under 5% | 2026 |
| Greenwoods Financial Group Inc. Control | Owner | Over 75% | 2026 |
| Gregory Todd Ehlers Control | Chief Investment Officer | Over 75% | 2026 |
| Mark Joseph Deangelis | Chief Compliance Officer | Under 5% | 2026 |
| William Patrick McDonald Control | President | — | 2025 |
Frequently asked questions
How much does Cmg Wealth Advisors LLC manage?
Cmg Wealth Advisors LLC reports $138.4 million in regulatory assets under management on its Form ADV.
How many employees does Cmg Wealth Advisors LLC have?
Cmg Wealth Advisors LLC reports 5 employees.
Where is Cmg Wealth Advisors LLC located?
Cmg Wealth Advisors LLC is based in Madison, WI and has been SEC-registered since 2026.
Does Cmg Wealth Advisors LLC disclose fund performance?
Cmg Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8020 Excelsior Drive Suite 100, Madison, WI 53717 |
| Phone | 608-471-5415 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,340 advisers
EmployeesTop 62%
More than 38% of 16,820 advisers
Assets under management
$138.4Mregulatory AUM
Discretionary $138.4M