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Cmg Wealth Advisors LLC

● SEC registered since 2026CRD 340600SEC# 801-135516Madison, WI
Export (members)
Reg. AUM
Employees
3
Accounts
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
NameTitleOwnershipSince
David Michael Panagrossi ControlChief Executive OfficerUnder 5%2026
Greenwoods Financial Group Inc. ControlOwnerOver 75%2026
Gregory Todd Ehlers ControlChief Investment OfficerOver 75%2026
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Frequently 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

Address8020 Excelsior Drive Suite 100, Madison, WI 53717
Phone608-471-5415
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo