Virginia Wealth Management Group, Inc.
Virginia Wealth Management Group, Inc. is an SEC-registered wealth manager in Virginia Beach, VA with $393.8M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Virginia Wealth Management Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311248, SEC 801-119854, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $393.8M (2026-02-06)
- Firm type
- Wealth Manager
- Location
- Virginia Beach, VA
- Employees
- 4
- Clients
- 117
- CRD
- 311248
- Ownership
- SAAL, STEPHEN, RAYMOND; SAAL, SCOTT, RICHARD; SAAL, SCOTT
How much AUM does Virginia Wealth Management Group, Inc. have?
Virginia Wealth Management Group, Inc. reported $393.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Virginia Wealth Management Group, Inc.?
Disclosed owners and executives of Virginia Wealth Management Group, Inc. include SAAL, STEPHEN, RAYMOND, SAAL, SCOTT, RICHARD, SAAL, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.