CMG GLOBAL HOLDINGS, LLC
Legal name: CMG WEALTH MANAGEMENT
CRD #307513 SEC #801-118163 PLANO, TX 469-729-7084
SEC Registered
Total AUM
$342.3M
Discretionary
$331.3M
Employees
4
Clients
0
Accounts
648
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $342.3M | $331.3M | $11M | 4 | 0 |
| Mar 2024 | $312.9M | $298.1M | $14.8M | 4 | 0 |
| Sep 2023 | $299.5M | $299.5M | $0 | 3 | 0 |
| Jan 2023 | $299.5M | $299.5M | $0 | 3 | 0 |
| Mar 2022 | $305M | $305M | $0 | 3 | 0 |
| Apr 2021 | $276.2M | $270.1M | $6M | 3 | 0 |
| Feb 2021 | $276.2M | $270.1M | $6M | 3 | 0 |
| Oct 2020 | $222.1M | $151.4M | $70.7M | 3 | 0 |
| Jun 2020 | $222.1M | $151.4M | $70.7M | 3 | 0 |
| Jun 2020 | $222.1M | $151.4M | $70.7M | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$342.3M
Discretionary$331.3M
Non-Disc.$11M
Employees4
Clients0
DateMar 2024
Total AUM$312.9M
Discretionary$298.1M
Non-Disc.$14.8M
Employees4
Clients0
DateSep 2023
Total AUM$299.5M
Discretionary$299.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$299.5M
Discretionary$299.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$276.2M
Discretionary$270.1M
Non-Disc.$6M
Employees3
Clients0
DateFeb 2021
Total AUM$276.2M
Discretionary$270.1M
Non-Disc.$6M
Employees3
Clients0
DateOct 2020
Total AUM$222.1M
Discretionary$151.4M
Non-Disc.$70.7M
Employees3
Clients0
DateJun 2020
Total AUM$222.1M
Discretionary$151.4M
Non-Disc.$70.7M
Employees3
Clients0
DateJun 2020
Total AUM$222.1M
Discretionary$151.4M
Non-Disc.$70.7M
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0