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Pmg Wealth Management, Inc.

● SEC registered since 2021CRD 285899SEC# 801-122740Hawthorn Woods, IL
Export (members)
Reg. AUM
$164.7M
Employees
4
Accounts
696
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 $164.7 million in regulatory assets under management and employs 4 people.
facebook.com/pmgwealthmanagementView on SEC.gov ↗

Pmg Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Phillip Guerrero ControlManaging Member, Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Pmg Wealth Management, Inc. manage?

Pmg Wealth Management, Inc. reports $164.7 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

Address60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047
Phone847-550-6100
Fax847-550-6106
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$164.7M
Non-discretionary$0
Total (RAUM)$164.7M