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 $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 Status	Approved
Firm CRD#	311248
SEC#	801-119854
Assets Managed by Firm	$299,962,729
No. of Clients	371
No. of Advisors	4

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 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

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