WMG Financial Advisors, LLC
WMG Financial Advisors, LLC is an SEC-registered investment advisory firm headquartered in Knoxville, Tennessee. Founded in December 2004, it is primarily owned by Dieter William Bergner. The firm provides portfolio management and retirement plan consulting services, focusing on individualized investment policy statements for client portfolios based on client goals, risk tolerance, and time horizons. WMG Advisors serves individuals—including high net worth individuals—pension and profit sharing plans, and pooled investment vehicles. As of 2025, the firm employs approximately 18 people, most of whom are investment professionals.
Investment Strategy
WMG Financial Advisors customizes portfolio management for each client by developing strategies aligned with their specific investment objectives, risk tolerances, and time horizons. The firm creates Investment Policy Statements to guide asset allocation, selection, and monitoring, emphasizing fiduciary duty and fair allocation of investment opportunities among clients. The strategy avoids practices favoring certain clients and aims for an equitable approach to portfolio construction and ongoing oversight. For retirement plans, the firm focuses on consulting to identify and monitor plan investment options and platform selection to meet plan objectives.
Top Holdings
Equity Positions (209)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 18.26% | $54.7M | 503,666 | $79.75 | $108.70 | +$3.5M |
A AVUV | AMERICAN CENTY ETF TR | 10.01% | $30.0M | 301,474 | $83.58 | $99.53 | +$2.2M |
A AVDE | AMERICAN CENTY ETF TR | 5.70% | $17.1M | 216,528 | $60.45 | $78.90 | +$626.5K |
A AVMV | AMERICAN CENTY ETF TR | 3.17% | $9.5M | 137,759 | $59.94 | $68.89 | +$380.9K |
A AVDV | AMERICAN CENTY ETF TR | 3.03% | $9.1M | 101,962 | $63.65 | $89.03 | +$1.0M |