SourcingSourcing

CMG WEALTH ADVISORS LLC

C31
CRD 340600·SEC 801-135516·MADISON, WI
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CMG WEALTH ADVISORS LLC
CRD
340600
SEC file #
801-135516
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EHLERS, GREGORY, TODD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
EHLERS, GREGORY, TODD
GREENWOODS FINANCIAL GROUP INC.
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3537
Soi Zip Pct 200k Plus
0.1441
Soi Zip Returns 200k Plus
990
Soi Zip Total AGI
821,257
Fdic Zip Total Deposits
62,415,971,000
Fdic Zip Branch Count
414
Fdic Zip Top Banks
John Deere Financial, f.s.b.
Bankers' Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Lpl Financial3
Fdic Zip Branches Raw
Bank One, MadisonMadison, WI
M&I Madison BankMadison, WI
Fdic Zip HHI
1004.56
Fdic Zip Top Bank Share Pct
16.65
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI15,446
Returns1,290
Stub 2
AGI47,237
Returns1,240
Stub 3
AGI71,228
Returns1,160
Soi Zip Total Business Income
19,879
Soi Zip Total Cap Gains
34,676
Soi Zip Total Dividends
30,780
Soi Zip Total Returns
6,870
Top Owner CRD
1787912
Trust Company Affiliate
No

People (3)

3
GREGORY TODD EHLERS
Direct Owner · 87.5%
1787912
DAVID MICHAEL PANAGROSSI
Executive Officer · 2.5%
2317860
Deangelis, Mark, Joseph
Executive Officer · 2.5%
2827088