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VIRGINIA WEALTH MANAGEMENT GROUP, INC.
4460 Corporation Lane
Suite 180
Virginia Beach, Virginia 23462
Tel: 757-963-1823
About VIRGINIA WEALTH MANAGEMENT GROUP, INC.
VIRGINIA WEALTH MANAGEMENT GROUP, INC, formally registered with the SEC as VIRGINIA WEALTH MANAGEMENT GROUP, INC. The firm was established in 11/23/2020. They have over 1 offices throughout the country.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. is a Virginia Beach, Virginia based Financial Planning firm with nearly $273,756,984 assets under management, offering retirement planning & investment advisory services to 352 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 311248 |
| SEC# | 801-119854 |
| Assets Managed by Firm | $273,756,984 |
| No. of Clients | 352 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 352 | $273,756,984 |
| Individuals (other than high net worth individuals) | 72 | $25,442,238 |
| High net worth individuals | 30 | $247,275,782 |
| Charitable organizations | Fewer than 5 clients | $333,227 |
| Corporations or other businesses | Fewer than 5 clients | $705,737 |
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