Wills Financial Group, LLC
Wills Financial Group, LLC is an SEC-registered wealth manager in Richmond, VA with $385.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Wills Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334431, SEC 801-131900, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $385.7M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Richmond, VA
- Employees
- 5
- Clients
- 254
- CRD
- 334431
- Ownership
- WILLS FINANCIAL GROUP; WILLS, JANET, HOWARD; Choi, Grace, Rachel
How much AUM does Wills Financial Group, LLC have?
Wills Financial Group, LLC reported $385.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Wills Financial Group, LLC?
Disclosed owners and executives of Wills Financial Group, LLC include WILLS FINANCIAL GROUP, WILLS, JANET, HOWARD, Choi, Grace, Rachel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.