Data / Investment advisers / Illinois / PMG Wealth Management
PMG Wealth Management, Hawthorn Woods, IL: $198 million AUM, SEC registered investment adviser
PMG Wealth Management is an SEC registered investment adviser with its main office in Hawthorn Woods, Illinois and reports $198 million in regulatory assets under management in its Form ADV filed May 13, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 285899
- SEC file number
- 801-122740
- SEC status
- Approved, effective November 22, 2021
- Legal name
- PMG Wealth Management, Inc.
- Main office
- 60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047
- Phone
- (847) 550-6100
- Regulatory AUM
- $198,347,444 in the Form ADV filed May 13, 2026
- Discretionary AUM
- $198,347,444
- Accounts
- 775
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- May 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 144 | $144.2 million |
| Individuals (other than high net worth individuals) | 299 | $53.8 million |
| Pension and profit sharing plans | Fewer than 5 | $271,421 |
| Corporations or other businesses | Fewer than 5 | $60,021 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $198.3 million | February 2, 2026 |
| December 1, 2025 | $164.7 million | October 23, 2025 |
Other advisers in Illinois
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Rothschild Wealth LLC | Oakbrook | $1.70 billion | 2 | adviserinfo.sec.gov |
| Clearwater Capital Partners | Hoffman Estates | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Advyzon Investment Management, LLC | Lisle | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- PMG Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.