WMG FINANCIAL ADVISORS, LLC

CRD 285824 · SEC 801-116718

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620 MABRY HOOD ROAD, SUITE 101, KNOXVILLE, TN, 37932, United States

Phone

(865) 290-4000

Fax

(865) 290-4018

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$693.8M

Discretionary AUM

$488.0M

Team

18 total employees; 12 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING

Client types

Type	Clients	AUM
Individuals	1485	$90.8M
High net worth individuals	104	$363.3M
Pooled investment vehicles	3	$19.1M
Pension/profit sharing plans	61	$220.3M
Charitable organizations	2	$262K

States served

AL, GA, KY, LA, MS, NC, TN, TX, FL

All web addresses on file

https://www.markashfordadvisor.com
HTTPS://www.wmgfa.com

Official SEC filing: View on IAPD