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Virginia Wealth Management Group, Inc.

● SEC registered since 2020CRD 311248SEC# 801-119854Virginia Beach, VA
Export (members)
Reg. AUM
$349.1M
Employees
4
Accounts
379
Location
Virginia Beach, VA

Virginia Wealth Management Group, Inc. assets under management

Virginia Wealth Management Group, Inc. is an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2020. It reports $349.1 million in regulatory assets under management and employs 4 people.
www.vwmg.netView on SEC.gov ↗

Virginia Wealth Management Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Scott Richard Saal ControlPresident, Treasurer & Chief Compliance Officer50-75%2020
Stephen Raymond Saal ControlVice President, Secretary50-75%2020

Frequently asked questions

How much does Virginia Wealth Management Group, Inc. manage?

Virginia Wealth Management Group, Inc. reports $349.1 million in regulatory assets under management on its Form ADV.

How many employees does Virginia Wealth Management Group, Inc. have?

Virginia Wealth Management Group, Inc. reports 4 employees.

Where is Virginia Wealth Management Group, Inc. located?

Virginia Wealth Management Group, Inc. is based in Virginia Beach, VA and has been SEC-registered since 2020.

Does Virginia Wealth Management Group, Inc. disclose fund performance?

Virginia Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4460 Corporation Lane, Suite 180, Virginia Beach, VA 23462
Phone757-963-1823
Fax757-282-5735
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1898282
Discloses disciplinary historyNo

Assets under management

Discretionary$224.8M
Non-discretionary$124.3M
Total (RAUM)$349.1M