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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Optima
- Established Date
- 03-06-2020
- Office Locations
- 1
Office Locations
About CMG Wealth Management
CMG Wealth Management is an independent Plano, TX wealth manager led by CEO Stephen Engels, CFP. Its "Course Made Good" process combines comprehensive planning (investing, retirement, tax strategy, insurance, wealth transfer, and retirement income planning) with disciplined risk-mitigation and tactical portfolio shifts across market cycles. The firm has a strong corporate executive niche, including qualified plans and stock options, backed by an in-house responsive team.
Team overview
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Custodian
Investment Themes
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Services
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Owner & Executives
STEPHEN Mark ENGELS
Chief Compliance Officer, Wealth Advisor
- CRD
- #2428248
- Ownership
- 50% but less than 75%
JAMES Paul PACHOLEK
Wealth Advisor
- CRD
- #4324371
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DIANA BROWN
Wealth Advisor
- CRD
- #1219715
Matthew Stephen Engels
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- CRD
- #7951112
Zenith matrix
Vertex north ember
- CRD
- #69934
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $350,319,462 | $592,757 |
| Non-Discretionary | $29,054,078 | $350,049 |
| Total | $379,373,540 | $562,869 |
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Separately Managed Accounts
Total SMA Asset: $379,373,540
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $660,712,243 | 17.7% |
| Equity - Exchange | $899,613,845 | 24.1% |
| Cash | $537,528,605 | 14.4% |
| Municipal Bonds | $1,145,981,123 | 30.7% |
| U.S. Government/Agency | $489,001,717 | 13.1% |
| Total | $3,732,837,533 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST HARBOR ZENITH | HORIZON EAGLE | I2W9TWWFD | IRA | 6.47% | $15,686,121 |
| PEAK EMBER | MOMENTUM HARBOR | UF4WLBCY4 | XZD | 12.10% | $80,185,614 |
| BEACON RIDGE MERIDIAN | BEACON LEGACY | 7E3DAXGGL | BEEO | 10.49% | $81,348,182 |
| HARBOR LEGACY RADIAL | NORTH RADIAL | BHQIOG6S1 | GUJY | 6.14% | $22,721,738 |
| EMBER DELTA PEAK | LEGACY CAPITAL | TZCSOL3UF | AUN | 7.54% | $65,633,269 |
| SUMMIT ELEMENT CREST | LEGACY PEAK | 9ZDSVM85X | EQPF | 10.12% | $4,777,141 |
| INSIGHT PATHWAY | MOMENTUM CATALYST | YC004U1WH | SFWY | 9.39% | $110,268,552 |
| SUMMIT ATLAS RIDGE | TIMBER FRONTIER | WK0XTXV7T | CATMB | 6.48% | $95,126,962 |