VIRGINIA BEACH, VACRD 311248Latest ADV February 6, 2026
Virginia Wealth Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated February 6, 2026, reports $394M in regulatory assets under management, 4 employees, and 399 accounts.
Assets Under Management
$394M
Employees
4
Offices
--
Total Clients
117
Primary office
VIRGINIA BEACH, VA
4460 CORPORATION LANE, SUITE 180, VIRGINIA BEACH, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.1% of total clients.
Top client categories% of clientsClients
1
Individuals
64.1%
75
2
HNWI
35.9%
42
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$394Mas of February 6, 2026
Discretionary65.6%
$258M
66% of total RAUM65.6%
Non-discretionary34.4%
$136M
34% of total RAUM34.4%
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$394M
Total Accounts399
10Y AUM Change+$394M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
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.