Cmg Wealth Advisors Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 340600
· SEC file 801-135516
· Madison, WI
· www.cmgwealthadvisors.com
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ADV data as of Aug 14, 2026
- Regulatory AUM
- $138M
- Discretionary
- $138M
- Clients
- 1,058
- Avg AUM / client
- $131K
- Accounts
- 1,747
- Employees
- 5
AUM over time
$138M
$138M
Aug 13, 2026
Aug 14, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,058 | $138M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Todd Ehlers | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 14, 2026.
View current Form ADV (SEC/IAPD) ↗