Cmg Wealth Advisors LLC
● SEC registered since 2026CRD 340600SEC# 801-135516Madison, WI
Reg. AUM
—
Employees
3
Accounts
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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 employs 3 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 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Cmg Wealth Advisors LLC have?
Cmg Wealth Advisors LLC reports 3 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
EmployeesTop 77%
More than 23% of 16,825 advisers