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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| WMG Financial Advisors LLC
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|---|---|
| CRD # | 285824 |
| SEC # | 801-116718 |
| CIK # | 0001906711 |
| AUM | $614.9 M (2025-04-25) |
| Employees | 18 (67% Investors, 17% Brokers) |
| Phone | 865-290-4000 |
| Address | 620 Mabry Hood Road Knoxville, TN 37932 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 6.1 | |
| Apple Inc | 5.9 | |
| Microsoft Corp | 4.6 | |
| Hormel Foods Corp /DE/ | 3.7 | |
| AT&T Inc | 3.7 | |
| Broadcom Inc | 2.3 | |
| SPDR Gold Trust | 2.2 | |
| Wal Mart Stores Inc | 2.2 | |
| Amazon Com Inc | 2.2 | |
| NIO Inc | 1.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 783 | 177.7 |
| (b) Individuals (high net worth individuals) | 112 | 324.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 14.8 |
| (g) Pension and profit sharing plans | 44 | 98.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,940 | 614.9 |
| By Discretionary | ||
| Discretionary | 1,876 | 512.6 |
| Non-Discretionary | 64 | 102.2 |
| Total | 1,940 | 614.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 614.9 | |
| Total | 1,940 | 614.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906711] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortress Wealth Planning LLC
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|
FL | 0.6 |
|
ABS Legacy Partners LLC
✚
|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
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|
0.6 | |
|
Lifelong Wealth Advisors Inc
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|
MN | 0.6 |
|
Lazari Capital Management Inc
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|
CA | 0.6 |
|
Northcape Wealth Management LLC
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|
NY | 0.6 |
|
Tamarisk Financial LLC
✚
|
MI | 0.6 |
|
Professional Financial Advisors LLC
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|
NE | 0.6 |
|
Heirloom Wealth Management LLC
✚
|
CO | 0.6 |
|
Front Street Capital Management Inc
✚
|
MT | 0.6 |