CMG Private Wealth Group
Financial Services • 
East Whiteland, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 10 Valley Stream Pkwy, Suite 202, Malvern, Pennsylvania 19355, US |
| Phone number | +16109899090 |
| Websites | |
| NAICS | 52 |
| Keywords | Real Estate, Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Mutual Funds, Variable Annuities, Separately Managed Accounts, Private Credit, Real Assets, Tactical Investing |
| Founded | 1992 |
| Employees | 11-20 |
| Socials |
Key Contact at CMG Private Wealth Group
Avi Rutstein
Managing Director, Senior Wealth Manager
CMG Private Wealth Group Email Formats
CMG Private Wealth Group uses 2 email formats. The most common is {first initial} (e.g., j@cmgwealth.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cmgwealth.com | 85.7% |
{first name} | john@cmgwealth.com | 14.3% |
About CMG Private Wealth Group
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/
CMG Private Wealth Group revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
CMG Private Wealth Group has 4 employees across 2 departments.
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Number of employees
Funding Data
CMG Private Wealth Group has never raised funding before.
CMG Private Wealth Group Tech Stack
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Frequently asked questions
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