CMG WEALTH ADVISORS LLC of MADISON, WI is an SEC-registered investment adviser (CRD 340600). Regulatory assets under management: $138.4M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Joseph Deangelis | CHIEF COMPLIANCE OFFICER | — |
| Gregory Todd Ehlers | CHIEF INVESTMENT OFFICER | — |
| David Michael Panagrossi | CHIEF EXECUTIVE OFFICER | — |
| William Patrick Mcdonald | PRESIDENT | — |