1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Map pinVIRGINIA BEACH, VA
Phone757-963-1823
NotebookSEC #801-119854
Total AUM
$393.8M
Employees
4
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4460 CORPORATION LANE
SUITE 180
VIRGINIA BEACH
VA 23462
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
757-963-1823

ReceiptFinancials

Total AUM
$393.8M
Accounts
399
Discretionary
$258.3M
Accounts
337
Non-Discretionary
$135.6M
Accounts
62

ContactClients

View more in analytics →

Individual Clients
75
AUM
$31.6M
HNW Individual Clients
42
AUM
$361.8M
Charitable Organization Clients
1
AUM
$192.4K
Corporation or Business Clients
1
AUM
$247.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account