$29.3M Total AUM
$29.3M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
15 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-24-2010
- Office Locations
- 1
Office Locations
14631 SW Millikan WAY Suite 68 Beaverton OR
About TMG Wealth Advisors, Inc.
TMG Wealth Advisors is a fee-only RIA serving individuals, families, and retirees with goal-based financial planning and ongoing portfolio management. Clients receive a personalized implementation plan, secure portal, and spending/saving tracking, with tax-aware strategies to improve cash flow. The firm uses a risk-assessment process and primarily implements portfolios with ETFs (per public ADV data).
Team overview
-- AVG AGE
$29.3M AVG AUM / ADVISOR
$418.2K AVG AUM / CLIENT
15.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
Available
Services
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Technology
Available
Owner & Executives
KURT EVAN MORGAN
Owner
- CRD
- #1652357
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,275,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,275,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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