Who owns WMG Financial Advisors, LLC?

No ownership or control links for WMG Financial Advisors, LLC are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is WMG Financial Advisors, LLC's risk level?

WMG Financial Advisors, LLC has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does WMG Financial Advisors, LLC appear across sources?

WMG Financial Advisors, LLC is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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WMG Financial Advisors, LLC

Name: WMG Financial Advisors, LLC — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, WMG Financial Advisors, LLC, Company, US

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Company · US

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Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

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Assets held

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99 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

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People & control

74 parties · 0 current

Every officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.

●
ABBVIE INC
Also holds roles at 29 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ALPHABET CLASS A
Also holds roles at 35 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
●
AMAZON.COM INC
Also holds roles at 36 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
ANNALY CAPITAL MANAGEMENT INC COM NEW
Also holds roles at 9 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
APPLE INC
Also holds roles at 39 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
Arbor Realty Trust Inc
Also holds roles at 4 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
●
ARBUTUS BIOPHARMA CORP
Also holds roles at 1 other company
- VANGUARD GROUP INC13F holder
●
AT&T INC
Also holds roles at 23 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
AVANTIS EMERGING MARKETS EQUITY ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- CoreFirst Bank & Trust13F holder
●
Avantis Emerging Markets Value ETF
Also holds roles at 1 other company
- CoreFirst Bank & Trust13F holder
●
Avantis Intl Small Cap Value
Also holds roles at 3 other companies
- CoreFirst Bank & Trust13F holder
- Continuum Advisory, LLC13F holder
- DELAP WEALTH ADVISORY, LLC13F holder
●
AVANTIS U.S. EQUITY ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Sunbelt Securities, Inc.13F holder
●
AVANTIS U.S. SMALL CAP VALUE ETF
Also holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- CoreFirst Bank & Trust13F holder
- Continuum Advisory, LLC13F holder
●
BERKSHIRE HATHAWAY INC - CL B
Also holds roles at 32 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
BOEING COMPANY
Also holds roles at 26 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
Brandywine Realty Trust
Also holds roles at 4 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
●
BROADCOM INC
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
CERENCE INC COM
Also holds roles at 7 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
COSTCO WHOLESALE CORP
Also holds roles at 28 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DIMENSIONAL ETF TRUST
Also holds roles at 6 other companies
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
●
EXXON MOBIL CORP
Also holds roles at 31 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
FIRST HORIZON CORPORATION COM
Also holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
FIRST TR DOW JONES INTERNET IN
Also holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- Fisher Asset Management, LLC13F holder
- HEADINVEST, LLC13F holder
●
FIRST TR EXCHANGE TRAD FD VI
Also holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
●
FIRST TR EXCHANGE TRADED FD VI
Also holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Fisher Asset Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
●
FIRST TR EXCHANGE-TRADED FD
Also holds roles at 3 other companies
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
FIRST TR MORNINGSTAR DIVID L
Also holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
●
FIRST TR NASDAQ 100 TECH IND
Also holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
●
FIRST TR VALUE LINE DIVID IN
Also holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
●
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
Also holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
●
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
Also holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
●
FIRST TRUST TECHNOLOGY ALPHADEX FUND
Also holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
●
FIRST TRUST UTILITIES ALPHADEX FUND
Also holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
●
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
Also holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
●
Global Medical Reit Inc
Also holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
HOME DEPOT INC
Also holds roles at 30 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
HORMEL FOODS CORP COM
Also holds roles at 11 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
INTERNATIONAL BUSINESS MACHINE
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INVESCO EXCHANGE TRADED FD T
Also holds roles at 1 other company
- Continuum Advisory, LLC13F holder
●
INVESCO QQQ TR
Also holds roles at 17 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INVESCO S&P 500 TOP 50 ETF
Also holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Fisher Asset Management, LLC13F holder
●
ISHARES 20 YEAR TREASURY BOND ETF
Also holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES CORE S&P SMALL CAP ETF
Also holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES LATIN AMERICA 40 ETF
Also holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- Sunbelt Securities, Inc.13F holder
●
ISHARES MSCI EAFE ETF
Also holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ISHARES TR
Also holds roles at 3 other companies
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Sunbelt Securities, Inc.13F holder
●
JOHNSON & JOHNSON
Also holds roles at 33 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
LEMONADE INC
Also holds roles at 4 other companies
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- HEADINVEST, LLC13F holder
●
Markforged Holding Corp
Also holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
MICROSOFT CORP
Also holds roles at 36 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
●
NIO INC SPON ADS
Also holds roles at 8 other companies
- Marathon Trading Investment Management LLC13F holder
- Belmont Capital, LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
NVIDIA CORP
Also holds roles at 32 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
PROCTER AND GAMBLE COMPANY
Also holds roles at 31 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
PRUDENTIAL FINANCIAL INC
Also holds roles at 17 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
REGIONS FINANCIAL CORP NEW COM
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
RIO TINTO PLC - ADR
Also holds roles at 11 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- RNC CAPITAL MANAGEMENT LLC13F holder
●
SHERWIN WILLIAMS CO COM
Also holds roles at 15 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
SHOPIFY INC
Also holds roles at 13 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
SNOWFLAKE INC
Also holds roles at 12 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
SOUTHERN CO COM
Also holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SPDR GOLD SHARES
Also holds roles at 19 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR S&P 500 ETF TRUST
Also holds roles at 26 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
Starwood Property Trust
Also holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
T ROWE PRICE ETF INC
Also holds roles at 1 other company
- WNY Asset Management, LLC13F holder
●
TECHNOLOGY SELECT SECTOR SPDR FUND
Also holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
TESLA INC
Also holds roles at 28 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
UPSTART HLDGS INC COM
Also holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Also holds roles at 9 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
●
VANGUARD INDEX FDS
Also holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VANGUARD INDUSTRIALS ETF
Also holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Fisher Asset Management, LLC13F holder
- HEADINVEST, LLC13F holder
●
VANGUARD S&P 500 ETF
Also holds roles at 15 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
VANGUARD WORLD FDS
Also holds roles at 12 other companies
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
VERIZON COMMUNICATIONS
Also holds roles at 25 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
WAL-MART INC
Also holds roles at 31 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder

74 parties · 0 current. Ceased and resigned records are retained as history.

Community intel

Crowd leads · unverified

Tips, corrections and leads contributed by the community on WMG Financial Advisors, LLC. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

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