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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Frontier harborHorizon radial
- Established Date
- 02-10-2017
- Office Locations
- 2
Office Locations
About PMG Wealth Management
PMG Wealth Management is an independent wealth advisor providing investment management, holistic financial planning, and wealth transfer support for affluent individuals, families, and business owners. The firm acts as a “personal CFO” in long-term relationships, emphasizing early risk/reward alignment and tailored strategies. Led by a CFP professional with a CEPA credential; custody via LPL Financial.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PHILLIP GUERRERO
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #2896913
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DANIEL ROBERT DAME
Financial Advisor
- CRD
- #1206871
GEORGE G MAROUDAS
Wealth Advisor
- CRD
- #6950499
Foundation wave
Horizon alpha focus
- CRD
- #91585
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,347,444 | $255,932 |
| Non-Discretionary | $0 | -- |
| Total | $198,347,444 | $255,932 |
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Separately Managed Accounts
Total SMA Asset: $198,347,444
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $406,538,888 | 7.8% |
| Cash | $1,761,668,514 | 33.8% |
| Equity - Exchange | $995,499,072 | 19.1% |
| Municipal Bonds | $2,048,330,551 | 39.3% |
| Total | $5,212,037,025 | 100.0% |