Matthew Stephen Engels
Investment adviser representative at Cmg Wealth Management
15 yearsExperience
5 statesRegistered in
$379.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Cmg Wealth ManagementJun 2024 to now
- Cmg Wealth ManagementMay 2021 to May 2024
- StudentMay 2011 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (AR, CA, FL, LA, TX).
Cmg Wealth Management
Legal name: Cmg Global Holdings, LLC
$379.4MAssets managed
332Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7951112
- Firm CRD
- 307513