WMG FINANCIAL ADVISORS, LLC of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 285824). Regulatory assets under management: $693.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other.
| 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 | — |