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BAY RIVERS GROUP WEALTH PARTNERS
Legal name: BAY RIVERS GROUP, INC.
CRD 290095File 801-111951
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$326.2M
Below cohort median (national)
Discretionary AUM
$322.1M
Non-discretionary $4.1M
Clients
401
913 accounts
Employees
4
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 27, 2017
- Principal office
- 5107 CENTER STREET B1, WILLIAMSBURG, VA, 23188
- Phone
- (757) 259-2450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $326.2M
- Discretionary AUM
- $322.1M
- Non-discretionary AUM
- $4.1M
- Discretionary accounts
- 905
- Non-discretionary accounts
- 8
- Total accounts
- 913
- AUM per client
- $813K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $559K |
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 90 | $236.5M |
| Individuals (other than high net worth individuals) | 305 | $86.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

