Wmg Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 25, 2026, reports $694M in regulatory assets under management, 18 employees, and 1,654 accounts.
Assets Under Management
$694M
Employees
18
Offices
--
Total Clients
1,655
Primary office
KNOXVILLE, TN
620 MABRY HOOD ROAD, SUITE 101, KNOXVILLE, TN, United States
Top client segmentIndividuals represent 89.7% of total clients.
Top client categories% of clientsClients
1
Individuals
89.7%
1,485
2
HNWI
6.3%
104
3
Pension Plans
3.7%
61
4
Pooled Investment Vehicles
0.2%
3
5
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$694Mas of March 25, 2026
Discretionary70.3%
$488M
70% of total RAUM70.3%
Non-discretionary29.7%
$206M
30% of total RAUM29.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$694M
Total Accounts1,654
10Y AUM Change+$575M (+481.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee92:1
10Y Employee Change+3 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.