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WMG FINANCIAL ADVISORS, LLC

KNOXVILLE, TN · CRD 285824 · IAPD ↗ · markashfordadvisor.com · (865) 290-4000

$693.8MRegulatory AUM
12Advisory reps
18Employees
0Clients
More than 500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
May 2025 — WMG FINANCIAL ADVISORS, LLC changed its website from wmgfa.com to markashfordadvisor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — WMG FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($464.4M -> $523.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.