Wmg Financial Advisors, LLC
Wmg Financial Advisors, LLC is an SEC-registered mass-market adviser in Knoxville, TN with $693.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Wmg Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285824, SEC 801-116718, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $693.8M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Location
- Knoxville, TN
- Employees
- 18
- Clients
- 1,655
- CRD
- 285824
- Ownership
- BERGNER, D, WILLIAM; DeWan, Elizabeth, Claire; BERGNER, DIETER, WILLIAM
How much AUM does Wmg Financial Advisors, LLC have?
Wmg Financial Advisors, LLC reported $693.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Wmg Financial Advisors, LLC?
Disclosed owners and executives of Wmg Financial Advisors, LLC include BERGNER, D, WILLIAM, DeWan, Elizabeth, Claire, BERGNER, DIETER, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.