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VIRGINIA WEALTH MANAGEMENT GROUP, INC.

4460 Corporation Lane
Suite 180
Virginia Beach, Virginia 23462
Tel: 757-963-1823

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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 $299,962,729 assets under management, offering retirement planning & investment advisory services to 371 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311248
SEC#801-119854
Assets Managed by Firm$299,962,729
No. of Clients371
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total371$299,962,729
Individuals (other than high net worth individuals)75$25,778,221
High net worth individuals36$273,007,697
Charitable organizationsFewer than 5 clients$185,943
Corporations or other businessesFewer than 5 clients$990,868

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