Insights

Target Client Focus CMG Private Wealth specializes in serving affluent families and high-net-worth individuals, presenting an opportunity to offer premium financial products and tailored wealth management solutions that cater to their sophisticated investment needs.

Holistic Investment Approach Their emphasis on a goals-based, proactive investment strategy utilizing alternative and private investments indicates openness to sophisticated financial instruments, suggesting potential for introducing innovative investment products or private market opportunities.

Technology Leverage Utilizing advanced cloud-based and analytics tools like Google Cloud and Tag Manager demonstrates a forward-thinking approach, providing opportunities to integrate tech-enhanced solutions such as fintech platforms or AI-driven advisory services.

Market Positioning As a mid-sized firm with strong industry experience and a unique partnership with ETF providers, CMG is positioned to expand its offerings with new ETFs or institutional investment products tailored to their clients' risk management and diversification strategies.

Growth and Expansion With an established decades-long presence and $10M-$25M revenue, CMG is in a phase of potential growth that can benefit from services in client acquisition, digital marketing, and strategic partnerships to scale their wealth management solutions.

CMG Private Wealth Group Tech Stack

CMG Private Wealth Group uses 8 technology products and services including Google Cloud, Backbone.js, Underscore.js, and more. Explore CMG Private Wealth Group's tech stack below.

  • Google Cloud
    Infrastructure As A Service
  • Backbone.js
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • Select2
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Gravity Forms
    Web Platform Extensions
  • MonsterInsights
    Web Platform Extensions

CMG Private Wealth Group's Email Address Formats

CMG Private Wealth Group uses at least 3 format(s):
CMG Private Wealth Group Email FormatsExamplePercentage
First@cmgfunds.netJohn@cmgfunds.net
75%
Last@cmgfunds.netDoe@cmgfunds.net
25%
First@cmgwealth.comJohn@cmgwealth.com
70%
Last@cmgwealth.comDoe@cmgwealth.com
26%
FLast@cmgwealth.comJDoe@cmgwealth.com
4%

Frequently Asked Questions

Where is CMG Private Wealth Group's headquarters located?

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CMG Private Wealth Group's main headquarters is located at 10 Valley Stream Parkway Suite 202 Malvern, Pennsylvania 19355 United States. The company has employees across 2 continents, including North AmericaAsia.

What is CMG Private Wealth Group's phone number?

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You can contact CMG Private Wealth Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CMG Private Wealth Group's official website and social media links?

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CMG Private Wealth Group's official website is cmgprivatewealth.com and has social profiles on LinkedIn.

What is CMG Private Wealth Group's NAICS code?

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CMG Private Wealth Group's NAICS code is 52 - Finance and Insurance.

How many employees does CMG Private Wealth Group have currently?

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As of April 2026, CMG Private Wealth Group has approximately 16 employees across 2 continents, including North AmericaAsia. Key team members include Vice President Business Develo: R. A.Founder Chief Executive Officer: S. B.Chairman And Ceo: S. B.. Explore CMG Private Wealth Group's employee directory with LeadIQ.

What industry does CMG Private Wealth Group belong to?

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CMG Private Wealth Group operates in the Financial Services industry.

What technology does CMG Private Wealth Group use?

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CMG Private Wealth Group's tech stack includes Google CloudBackbone.jsUnderscore.jsSelect2jQuery MigrateGoogle Tag ManagerGravity FormsMonsterInsights.

What is CMG Private Wealth Group's email format?

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CMG Private Wealth Group's email format typically follows the pattern of First@cmgfunds.net. Find more CMG Private Wealth Group email formats with LeadIQ.

When was CMG Private Wealth Group founded?

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CMG Private Wealth Group was founded in 1992.

CMG Private Wealth Group

Financial ServicesPennsylvania, United States11-50 Employees

CMG Private Wealth is an SEC-registered investment advisory firm with over 30 years of experience in helping investors defend and grow their wealth. As fiduciaries, we are committed to a holistic, goals-based approach to wealth management that prioritizes the unique needs and aspirations of our clients.
 
In today's increasingly complex and unpredictable global markets, traditional investment strategies that rely on a buy-and-hold approach are often exposed to heightened risks and volatility. At CMG Private Wealth, we recognize these challenges and take a proactive approach to portfolio management. By gaining a deep understanding of your investment goals, risk tolerance, and expectations, we design a customized portfolio that includes actively managed strategies, alternative investments, and specialized private investments aimed at achieving your financial objectives.
 
We proudly serve affluent families and individuals, offering services that extend beyond traditional investment management. Our expertise encompasses alternative investments, real estate, private equity, private credit, real assets, hedge funds, and venture capital—allowing us to deliver sophisticated and diversified strategies tailored to our clients' needs.
 
Founded in 1992 by Stephen Blumenthal, who serves as Executive Chairman and Chief Investment Officer, CMG Private Wealth continues to stand at the forefront of innovative wealth management solutions, helping our clients navigate the complexities of today’s markets with confidence and clarity.
 
For additional information and important disclosures, please go to http://www.cmgwealth.com/cmg-social-media-disclosure/

Section iconCompany Overview

Headquarters
10 Valley Stream Parkway Suite 202 Malvern, Pennsylvania 19355 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    CMG Private Wealth Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    CMG Private Wealth Group's revenue is estimated to be in the range of $10M$25M

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