WMG FINANCIAL ADVISORS, LLC

KNOXVILLE, TN

(865) 290-4000

SEC #801-116718

Total AUM

$693.8M

Employees

Clients

1,655

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

620 MABRY HOOD ROAD
SUITE 101
KNOXVILLE
TN 37932
United States

Operating Hours

9:00 AM - 5:00 PM
Monday - Friday

Phone

(865) 290-4000

Financials

Total AUM

$693.8M

Accounts

1,654

Discretionary

$488M

Accounts

1,576

Non-Discretionary

$205.8M

Accounts

Clients

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Individual Clients

1,485

AUM

$90.8M

HNW Individual Clients

104

AUM

$363.3M

Pooled Vehicle Clients

AUM

$19.1M

Pension/Profit Sharing Plan Clients

AUM

$220.3M

Charitable Organization Clients

AUM

$262.3K

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management

Other Services

CONSULTING

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

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Affiliates

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Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.