Verified 10 Nov 2026
PMG Family Office, LLC
PMG Family Office, LLC is a Plano, Texas multi-family office started by four families who were frustrated with bank wealth managers, and it now serves a few dozen families living in more than 12 states and five countries abroad. It manages incomes and investments across generations and coordinates tax, estate and business planning. Its Form ADV filed on 5 June 2026 reported $144 million in regulatory assets for 35 clients.
- Type
- Multi-family office
- Location
- Plano, Texas, United States
- Sectors
- Public equities
- Fund size / AUM
- $144M regulatory AUM (Form ADV, filed 2026-06-05)
- Latest fund or filing
- 5 Jun 2026
- Website
- www.pmgfamilyoffice.com
Contacts on file
For PMG Family Office, LLC, the paid file holds: 1 named decision-maker with roles.
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