Pmg Wealth Management, Inc.
- Regulatory AUM
- $198M
- Discretionary
- $198M
- Clients
- 443
- Avg AUM / client
- $448K
- Accounts
- 775
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 299 | $53.8M | 27.1% |
| High net worth individuals | 144 | $144M | 72.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $271K | 0.14% |
| Corporations and other businesses | Fewer than 5 clients | $60.0K | 0.03% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phillip Guerrero | Managing Member, Chief Compliance Officer | CFP | Jan 2017 (10y) | 75% or more |
| Daniel Robert Dame | Registered representative | Chartered Financial Consultant | Feb 2017 (10y) | |
| George G Maroudas | Registered representative | CFP | Feb 2020 (7y) | |
| Ryan T Zentz | Registered representative | Apr 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- LPL Financial $193M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗