Pmg Wealth Management, Inc.
● SEC registered since 2021CRD 285899SEC# 801-122740Hawthorn Woods, IL
Reg. AUM
$198.3M
Employees
4
Accounts
775
Location
Hawthorn Woods, IL
Pmg Wealth Management, Inc. assets under management
Pmg Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Hawthorn Woods, IL. The firm has been registered since 2021. It reports $198.3 million in regulatory assets under management and employs 4 people.
Pmg Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Phillip Guerrero Control | Managing Member, Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Pmg Wealth Management, Inc. manage?
Pmg Wealth Management, Inc. reports $198.3 million in regulatory assets under management on its Form ADV.
How many employees does Pmg Wealth Management, Inc. have?
Pmg Wealth Management, Inc. reports 4 employees.
Where is Pmg Wealth Management, Inc. located?
Pmg Wealth Management, Inc. is based in Hawthorn Woods, IL and has been SEC-registered since 2021.
Does Pmg Wealth Management, Inc. disclose fund performance?
Pmg Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047 |
| Phone | 847-550-6100 |
| Fax | 847-550-6106 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$198.3M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$198.3Mregulatory AUM
Discretionary $198.3M