WILLIAMSBURG, VACRD 290095Latest ADV March 13, 2026
Bay Rivers Group Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Williamsburg, VA. Its latest Form ADV filing, dated March 13, 2026, reports $326M in regulatory assets under management, 4 employees, and 913 accounts.
Assets Under Management
$326M
Employees
4
Offices
--
Total Clients
401
Primary office
WILLIAMSBURG, VA
5107 CENTER STREET B1, WILLIAMSBURG, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
305
2
HNWI
22.4%
90
3
Charitable
1.0%
4
4
Corporations
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326Mas of March 13, 2026
Discretionary98.8%
$322M
99% of total RAUM98.8%
Non-discretionary1.2%
$4M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$326M
Total Accounts913
10Y AUM Change+$326M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee100:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.