# WMG FINANCIAL ADVISORS, LLC

WMG FINANCIAL ADVISORS, LLC of KNOXVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 285824
- Type: SEC-registered investment adviser
- SEC file number: 801-116718
- Location: 620 MABRY HOOD ROAD, SUITE 101, KNOXVILLE, TN, 37932
- Phone: (865) 290-4000
- Latest filing: 2026-05-19
- Regulatory AUM: $693.8M
- Discretionary AUM: $488.0M
- Non-discretionary AUM: $205.8M
- Clients: 18
- Accounts: 1,654

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| D William Bergner | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| Elizabeth Claire Dewan | CHIEF COMPLIANCE OFFICER | — |
| BERGNER D WILLIAM | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| DeWan Elizabeth Claire | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285824/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285824/similar
- Related entities: https://search.stillhousedata.com/firm/285824/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285824

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.