WMG FINANCIAL ADVISORS, LLC
CRD #285824 SEC #801-116718 KNOXVILLE, TN (865) 290-4000
SEC Registered
Total AUM
$614.9M
Discretionary
$512.6M
Employees
16
Clients
--
Accounts
1,940
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $614.9M | $512.6M | $102.2M | 16 | 0 |
| Oct 2025 | $614.9M | $512.6M | $102.2M | 16 | 0 |
| Oct 2025 | $614.9M | $512.6M | $102.2M | 16 | 0 |
| Aug 2025 | $614.9M | $512.6M | $102.2M | 18 | 0 |
| Apr 2025 | $614.9M | $512.6M | $102.2M | 17 | 0 |
| Apr 2025 | $614.9M | $512.6M | $102.2M | 18 | 0 |
| Apr 2025 | $614.9M | $512.6M | $102.2M | 18 | 0 |
| Mar 2025 | $614.9M | $512.6M | $102.2M | 18 | 0 |
| Feb 2025 | $523.1M | $363.2M | $159.9M | 18 | 0 |
| Jan 2025 | $523.1M | $363.2M | $159.9M | 18 | 0 |
| Jul 2024 | $523.1M | $363.2M | $159.9M | 18 | 0 |
| Jun 2024 | $523.1M | $363.2M | $159.9M | 18 | 0 |
| May 2024 | $523.1M | $363.2M | $159.9M | 18 | 0 |
| Mar 2024 | $523.1M | $363.2M | $159.9M | 18 | 0 |
| Aug 2023 | $464.4M | $317.1M | $147.3M | 18 | 0 |
| Jun 2023 | $464.4M | $317.1M | $147.3M | 18 | 0 |
| May 2023 | $464.4M | $317.1M | $147.3M | 18 | 0 |
| May 2023 | $464.4M | $317.1M | $147.3M | 18 | 0 |
| Apr 2023 | $464.4M | $317.1M | $147.3M | 18 | 0 |
| Mar 2023 | $464.4M | $317.1M | $147.3M | 18 | 0 |
| Mar 2023 | $461.2M | $315M | $146.2M | 18 | 0 |
| Dec 2022 | $461.2M | $315M | $146.2M | 18 | 0 |
| Nov 2022 | $461.2M | $315M | $146.2M | 19 | 0 |
| Oct 2022 | $461.2M | $315M | $146.2M | 19 | 0 |
| Aug 2022 | $461.2M | $315M | $146.2M | 20 | 0 |
| Aug 2022 | $461.2M | $315M | $146.2M | 19 | 0 |
| Jun 2022 | $461.2M | $315M | $146.2M | 19 | 0 |
| Apr 2022 | $461.2M | $315M | $146.2M | 19 | 0 |
| Feb 2022 | $461.2M | $315M | $146.2M | 19 | 0 |
| Oct 2021 | $343.4M | $243.7M | $99.7M | 20 | 0 |
| Sep 2021 | $343.4M | $243.7M | $99.7M | 20 | 0 |
| Jul 2021 | $343.4M | $243.7M | $99.7M | 20 | 0 |
| Jun 2021 | $343.4M | $243.7M | $99.7M | 20 | 0 |
| Mar 2021 | $343.4M | $243.7M | $99.7M | 20 | 0 |
| Mar 2021 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Dec 2020 | $305.5M | $206.4M | $99.1M | 15 | 0 |
| Nov 2020 | $305.5M | $206.4M | $99.1M | 16 | 0 |
| Nov 2020 | $305.5M | $206.4M | $99.1M | 16 | 0 |
| Oct 2020 | $305.5M | $206.4M | $99.1M | 16 | 0 |
| Oct 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Jul 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Jul 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Jul 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Jul 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Jun 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Apr 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Mar 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Feb 2020 | $305.5M | $206.4M | $99.1M | 17 | 0 |
| Feb 2020 | $305.5M | $206.4M | $99.1M | 18 | 0 |
| Jan 2020 | $305.5M | $206.4M | $99.1M | 18 | 0 |
| Jan 2020 | $119.2M | $119.2M | $0 | 14 | 0 |
| Nov 2019 | $119.2M | $119.2M | $0 | 14 | 0 |
| Oct 2019 | $119.2M | $119.2M | $0 | 14 | 0 |
| Oct 2019 | $119.2M | $119.2M | $0 | 14 | 0 |
| Aug 2019 | $119.2M | $119.2M | $0 | 15 | 0 |
| Jun 2019 | $119.2M | $119.2M | $0 | 15 | 0 |
| Jun 2019 | $119.2M | $119.2M | $0 | 16 | 0 |
| Jun 2019 | $119.2M | $119.2M | $0 | 18 | 0 |
| May 2019 | $119.2M | $119.2M | $0 | 18 | 0 |
| May 2019 | $119.2M | $119.2M | $0 | 18 | 0 |
| May 2019 | $119.2M | $119.2M | $0 | 18 | 0 |
| May 2019 | $119.2M | $119.2M | $0 | 17 | 0 |
| May 2019 | $119.2M | $119.2M | $0 | 16 | 0 |
DateDec 2025
Total AUM$614.9M
Discretionary$512.6M
Non-Disc.$102.2M
Employees16
Clients0
DateOct 2025
Total AUM$614.9M
Discretionary$512.6M
Non-Disc.$102.2M
Employees16
Clients0
DateOct 2025
Total AUM$614.9M
Discretionary$512.6M
Non-Disc.$102.2M
Employees16
Clients0
DateAug 2025
Total AUM$614.9M
Discretionary$512.6M
Non-Disc.$102.2M
Employees18
Clients0
DateApr 2025
Total AUM$614.9M
Discretionary$512.6M
Non-Disc.$102.2M
Employees17
Clients0
DateApr 2025
Total AUM$614.9M
Discretionary$512.6M
Non-Disc.$102.2M
Employees18
Clients0
DateApr 2025
Total AUM$614.9M
Discretionary$512.6M
Non-Disc.$102.2M
Employees18
Clients0
DateMar 2025
Total AUM$614.9M
Discretionary$512.6M
Non-Disc.$102.2M
Employees18
Clients0
DateFeb 2025
Total AUM$523.1M
Discretionary$363.2M
Non-Disc.$159.9M
Employees18
Clients0
DateJan 2025
Total AUM$523.1M
Discretionary$363.2M
Non-Disc.$159.9M
Employees18
Clients0
DateJul 2024
Total AUM$523.1M
Discretionary$363.2M
Non-Disc.$159.9M
Employees18
Clients0
DateJun 2024
Total AUM$523.1M
Discretionary$363.2M
Non-Disc.$159.9M
Employees18
Clients0
DateMay 2024
Total AUM$523.1M
Discretionary$363.2M
Non-Disc.$159.9M
Employees18
Clients0
DateMar 2024
Total AUM$523.1M
Discretionary$363.2M
Non-Disc.$159.9M
Employees18
Clients0
DateAug 2023
Total AUM$464.4M
Discretionary$317.1M
Non-Disc.$147.3M
Employees18
Clients0
DateJun 2023
Total AUM$464.4M
Discretionary$317.1M
Non-Disc.$147.3M
Employees18
Clients0
DateMay 2023
Total AUM$464.4M
Discretionary$317.1M
Non-Disc.$147.3M
Employees18
Clients0
DateMay 2023
Total AUM$464.4M
Discretionary$317.1M
Non-Disc.$147.3M
Employees18
Clients0
DateApr 2023
Total AUM$464.4M
Discretionary$317.1M
Non-Disc.$147.3M
Employees18
Clients0
DateMar 2023
Total AUM$464.4M
Discretionary$317.1M
Non-Disc.$147.3M
Employees18
Clients0
DateMar 2023
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees18
Clients0
DateDec 2022
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees18
Clients0
DateNov 2022
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees19
Clients0
DateOct 2022
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees19
Clients0
DateAug 2022
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees20
Clients0
DateAug 2022
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees19
Clients0
DateJun 2022
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees19
Clients0
DateApr 2022
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees19
Clients0
DateFeb 2022
Total AUM$461.2M
Discretionary$315M
Non-Disc.$146.2M
Employees19
Clients0
DateOct 2021
Total AUM$343.4M
Discretionary$243.7M
Non-Disc.$99.7M
Employees20
Clients0
DateSep 2021
Total AUM$343.4M
Discretionary$243.7M
Non-Disc.$99.7M
Employees20
Clients0
DateJul 2021
Total AUM$343.4M
Discretionary$243.7M
Non-Disc.$99.7M
Employees20
Clients0
DateJun 2021
Total AUM$343.4M
Discretionary$243.7M
Non-Disc.$99.7M
Employees20
Clients0
DateMar 2021
Total AUM$343.4M
Discretionary$243.7M
Non-Disc.$99.7M
Employees20
Clients0
DateMar 2021
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateDec 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees15
Clients0
DateNov 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees16
Clients0
DateNov 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees16
Clients0
DateOct 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees16
Clients0
DateOct 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateJul 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateJul 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateJul 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateJul 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateJun 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateApr 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateMar 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateFeb 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees17
Clients0
DateFeb 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees18
Clients0
DateJan 2020
Total AUM$305.5M
Discretionary$206.4M
Non-Disc.$99.1M
Employees18
Clients0
DateJan 2020
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees14
Clients0
DateNov 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees14
Clients0
DateOct 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees14
Clients0
DateOct 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees14
Clients0
DateAug 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees15
Clients0
DateJun 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees15
Clients0
DateJun 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees16
Clients0
DateJun 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees18
Clients0
DateMay 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees18
Clients0
DateMay 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees18
Clients0
DateMay 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees18
Clients0
DateMay 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees17
Clients0
DateMay 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees16
Clients0