CRD: 285824
WMG Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-30-2016
- Office Locations
- 4
Office Locations
About WMG Financial Advisors, LLC
WMG Financial Advisors, LLC is a Knoxville, TN-based RIA serving retail and institutional clients with financial planning, investment planning, portfolio construction, and retirement and tax planning, alongside insurance solutions. The firm invests across ETFs, mutual funds, fixed income, and real estate, with support for SRI and annuity use cases. Primary custodian: Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
D WILLIAM BERGNER
Chief Executive Officer, Managing Member
- CRD
- #1994381
- Ownership
- 75% or more
Elizabeth Claire DeWan
Chief Compliance Officer, Financial Advisor
- CRD
- #5594340
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Mark B Ashford
Advisor
- CRD
- #2994722
William Parker Ashford
Advisor
- CRD
- #6789328
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $488,028,366 | $309,663 |
| Non-Discretionary | $205,769,291 | $2,638,068 |
| Total | $693,797,657 | $419,467 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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