Alma, WI Office

CMG Wealth Advisors LLC provides discretionary investment management to both retail and institutional clients through separately managed accounts and wrap program fee accounts, and offers retirement plan consulting and fiduciary services to employers and plan sponsors. As of June 30, 2026 the firm reported regulatory assets under management of approximately $138.4 million and delivers client reporting, ongoing monitoring, and customized portfolio construction across account types.

The firm typically manages portfolios on a discretionary basis, tailoring allocations to clients’ objectives, risk tolerance, and any client‑imposed restrictions, and may use third‑party managers and model portfolios. CMG’s investment program includes a broad range of securities (equities, fixed income, ETFs, mutual funds, private funds and alternatives), and the firm documents rollover recommendations and other retirement advice in accordance with DOL guidance, relying on PTE 2020‑02 where applicable.

A distinctive feature of CMG is its common control relationship with an affiliated broker‑dealer, CMG Securities LLC, and a community bank, Bank CMG, while the brochure states those affiliates are operationally independent and that clients are not required to do business with them. The firm also recently transitioned to SEC registration as a large advisory firm, serves as portfolio manager within wrap programs sponsored by LPL Financial and Commonwealth Financial Network (where the sponsor provides execution and custody), and discloses that it manages performance‑based fee accounts alongside non‑performance accounts.