← Directory
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248File 801-119854
APPROVED
Retail clients
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$393.8M
Below cohort median (national)
Discretionary AUM
$258.3M
Non-discretionary $135.6M
Clients
117
399 accounts
Employees
4
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 23, 2020
- Principal office
- 4460 CORPORATION LANE, SUITE 180, VIRGINIA BEACH, VA, 23462
- Phone
- 757-963-1823
- Website
- https://www.vwmg.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $393.8M
- Discretionary AUM
- $258.3M
- Non-discretionary AUM
- $135.6M
- Discretionary accounts
- 337
- Non-discretionary accounts
- 62
- Total accounts
- 399
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $248K |
| Charitable organizations | Fewer than 5 | $192K |
| High net worth individuals | 42 | $361.8M |
| Individuals (other than high net worth individuals) | 75 | $31.6M |
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 other
- 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.

