Bay Rivers Group Wealth Partners
Bay Rivers Group Wealth Partners is an SEC-registered mass-market adviser in Williamsburg, VA with $326.2M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Bay Rivers Group Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290095, SEC 801-111951, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $326.2M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Williamsburg, VA
- Employees
- 4
- Clients
- 401
- CRD
- 290095
- Ownership
- LEMLEY, BRUCE, ALBERT; BRODERICK, ALAN, L.; LUCY, CHARLES, PHILLIP
How much AUM does Bay Rivers Group Wealth Partners have?
Bay Rivers Group Wealth Partners reported $326.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Bay Rivers Group Wealth Partners?
Disclosed owners and executives of Bay Rivers Group Wealth Partners include LEMLEY, BRUCE, ALBERT, BRODERICK, ALAN, L., LUCY, CHARLES, PHILLIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.