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WMG FINANCIAL ADVISORS, LLC

Investment AdviceKNOXVILLE, TN

Assets Under Management

$614.9M

Total AUM

Donut chart: Discretionary 512.6M, Non-Discretionary 102.2M
Category	Value
Discretionary	512.6M
Non-Discretionary	102.2M

Adviser Information

Field	Value
CRD Number	285824
SEC Number	801-116718
Street Address	620 MABRY HOOD ROAD
Street Address 2	SUITE 101
Location	KNOXVILLE, TN 37932
Country	United States
Phone	(865) 290-4000
Fax	(865) 290-4018
Total Employees	17

Client Count by Type (942 Total)

Horizontal bar chart: Individuals (other than H… 783, High Net Worth Individual… 112, Pension/Profit Sharing Pl… 44, Pooled Investment Vehicle… 3
Category	Value
Individuals (other than H…	783
High Net Worth Individual…	112
Pension/Profit Sharing Pl…	44
Pooled Investment Vehicle…	3

Wmg Financial Advisors, Llc, TN — Investment Adviser | BuildTrust