4460 Corporation Lane
Suite 180
Virginia Beach, Virginia 23462
Tel: 757-963-1823
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 311248 |
SEC# | 801-119854 |
Assets Managed by Firm | $299,962,729 |
No. of Clients | 371 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 371 | $299,962,729 |
Individuals (other than high net worth individuals) | 75 | $25,778,221 |
High net worth individuals | 36 | $273,007,697 |
Charitable organizations | Fewer than 5 clients | $185,943 |
Corporations or other businesses | Fewer than 5 clients | $990,868 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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