RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ENGELS, STEPHENIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control
PACHOLEK, JAMESIMEMBERD Control

Registrations

Federal

IA
Jan 31, 2025 REGISTERED

Notice Filings (5)

AR CA FL LA TX

Address

2500 DALLAS PARKWAY, SUITE 400
PLANO, TX 75093
United States
Phone: 469-729-7084