9AT: CMG WEALTH MANAGEMENT

Adviser Profile

As of Date	07/14/2026
Registration	SEC, Approved, 03/06/2020
ADV Location	PLANO, TX, United States
Contact Info	469 xxxxxxx
Websites

AUM^*	379,373,540 21%
of that, discretionary	350,319,462 18%
Number of Employees	5 25%
of those in investment advisory functions	5 67%
Private Fund GAV^*	0
Avg Account Size	562,869 15%
% High Net Worth	36.75% 5%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ARCHVEST WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1m	AUM387.0m	#Funds1
Adviser TRANSITIONS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM478.4m	#Funds-
Adviser GEORGE MCKELVEY CO., LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser APEX CAPITAL MANAGEMENT, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM225.2m	#Funds-
Adviser NAUTILUS WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM107.9m	#Funds-
Adviser HIGHLAND FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM640.0m	#Funds-
Adviser NORTHLAND ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM405.5m	#Funds-
Adviser FRANK FINANCIAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM188.2m	#Funds-
Adviser CURTIS & BISSONETTE INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM47.4m	#Funds-
Adviser RANGE FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM408.1m	#Funds-

Brochure Summary

Overview

Advisory Business FIRM INFORMATION CMG Global Holdings, LLC dba Course Made Good Wealth Management dba CMG Wealth Management (“CMG,” “we,” “us,” “our”), formed in June 2018, is a registered investment advisory firm located in Plano, Texas. PRINCIPAL OWNERS CMG is owned and controlled by its Managing Members Stephen M. Engels and James P. Pacholek. Stephen M. Engels is the Chief Compliance Officer. INVESTMENT ADVISORY SERVICES Asset Management Services: We provide asset management services in which we manage your custodial accounts and provide you with continuous and ongoing supervision of your custodial accounts on both a discretionary and non-discretionary basis. Our services provide additional investment opportunities among stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options, and additional securities. CLIENT INVESTMENT OBJECTIVES/RESTRICTIONS CMG offers the same suite of services to all our clients. However, specific recommendations and their implementation are dependent upon the individual client’s suitability form, which outlines a client’s current financial situation such as income, net worth, and risk tolerance levels. This

information is essential in the development of a client-specific plan in the selection of investments that matches restrictions, needs, and targets. On a case by case basis, our clients may impose restrictions on investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent us from properly servicing the client’s account, or if the restrictions would require us to deviate from our standard suite of services, we reserve the right to end the relationship. We may request additional information and documentation, such as current investments, tax returns, insurance policies, and estate plan. We will discuss your investment objectives, needs, and goals, but you must inform us of any changes. Unless directed by you, we do not independently verify any information provided to us by you or your attorney, accountant, or other professionals. WRAP FEE PROGRAMS CMG does not participate in, recommend, or offer wrap fee programs. ASSETS UNDER MANAGEMENT As of December 31, 2023, CMG managed $298,143,919 on a discretionary basis and $14,795,815 on a non-discretionary basis. 5 CMG Wealth Management

CMG WEALTH MANAGEMENT

CMG WEALTH MANAGEMENT

CMG GLOBAL HOLDINGS, LLC

COURSE MADE GOOD WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CMG WEALTH MANAGEMENT CMG WEALTH MANAGEMENT CMG GLOBAL HOLDINGS, LLC COURSE MADE GOOD WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CMG WEALTH MANAGEMENT

CMG WEALTH MANAGEMENT

CMG GLOBAL HOLDINGS, LLC

COURSE MADE GOOD WEALTH MANAGEMENT