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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeWan, Elizabeth, Claire | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, D, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGNER, DIETER, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (9)
AL FL GA KY LA MS NC TN TX
Address
620 MABRY HOOD ROADSUITE 101
KNOXVILLE, TN 37932
United States
Phone: (865) 290-4000