# TMG WEALTH ADVISORS, INC.

TMG WEALTH ADVISORS, INC. of BEAVERTON, OR is an SEC-registered investment adviser.

## Registration

- CRD: 155180
- Type: SEC-registered investment adviser
- Location: 14631 SW MILLIKAN WAY, BEAVERTON, OR, 97003-2999
- Phone: 503-533-4929
- Latest filing: 2024-09-23
- Regulatory AUM: $29.3M
- Discretionary AUM: $29.3M
- Clients: 2
- Accounts: 165

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155180/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155180/similar
- Related entities: https://search.stillhousedata.com/firm/155180/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155180

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.