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| WMG Financial Advisors LLC
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|---|---|
| CRD # | 285824 |
| SEC # | 801-116718 |
| CIK # | 0001906711 |
| AUM | 693.8 M (2026-05-19) |
| 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) | |
|---|---|---|---|
| Apple Inc | 6.3 | ||
| Nvidia Corp | 5.0 | ||
| SPDR Gold Trust | 4.8 | ||
| AT&T Inc | 3.1 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Microsoft Corp | 2.2 | ||
| iShares Bitcoin Trust | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| Alphabet Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,485 | 90.8 |
| (b) Individuals (high net worth individuals) | 104 | 363.3 |
| (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 | 19.1 |
| (g) Pension and profit sharing plans | 61 | 220.3 |
| (h) Charitable organizations | 2 | 0.3 |
| (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 | 1,654 | 693.8 |
| By Discretionary | ||
| Discretionary | 1,576 | 488.0 |
| Non-Discretionary | 78 | 205.8 |
| Total | 1,654 | 693.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 693.8 | |
| Total | 1,654 | 693.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906711] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LP Investment Management LLC
✚
|
TX | 696.1 M |
|
Maximai Investment Partners LLC
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|
FL | 695.8 M |
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Wembley Strategic Advisory LLC
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NY | 695.2 M |
|
Optimum Quantvest Corporation
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|
Mayport LLC
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|
694.9 M | |
|
William Joseph Capital Management Inc
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|
CT | 694.3 M |
|
Cambridge Advisors Inc
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|
NE | 693.5 M |
|
SkyOak Wealth LLC
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|
MI | 692.7 M |
|
Verecan Capital Management Inc
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|
692.7 M | |
|
Covenant Asset Management LLC
✚
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NJ | 692.6 M |