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BAY RIVERS GROUP WEALTH PARTNERS

5107 Center Street B1
Williamsburg, Virginia 23188
Tel: (757) 259-2450

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About BAY RIVERS GROUP WEALTH PARTNERS

BAY RIVERS GROUP WEALTH PARTNERS, formally registered with the SEC as BAY RIVERS GROUP WEALTH PARTNERS. The firm was established in 10/27/2017. They have over 1 offices throughout the country.

BAY RIVERS GROUP WEALTH PARTNERS is a Williamsburg, Virginia based Financial Planning firm with nearly $272,555,910 assets under management, offering retirement planning & investment advisory services to 846 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#290095
SEC#801-111951
Assets Managed by Firm$272,555,910
No. of Clients846
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
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total846$272,555,910
Individuals (other than high net worth individuals)293$100,520,683
High net worth individuals65$170,617,237
Charitable organizations3$1,363,394
Corporations or other businesses1$54,596

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