Virginia Wealth Management Group, Inc.
● SEC registered since 2020CRD 311248SEC# 801-119854Virginia Beach, VA
Reg. AUM
$393.8M
Employees
4
Accounts
399
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 $393.8 million in regulatory assets under management and employs 4 people.
Virginia Wealth Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Richard Saal Control | President, Treasurer & Chief Compliance Officer | 50-75% | 2020 |
| Stephen Raymond Saal Control | Vice President, Secretary | 50-75% | 2020 |
Frequently asked questions
How much does Virginia Wealth Management Group, Inc. manage?
Virginia Wealth Management Group, Inc. reports $393.8 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
| Address | 4460 Corporation Lane, Suite 180, Virginia Beach, VA 23462 |
| Phone | 757-963-1823 |
| Fax | 757-282-5735 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1898282 |
| Discloses disciplinary history | No |
Regulatory AUM
$393.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$393.8Mregulatory AUM
Discretionary $258.3MNon-discretionary $135.6M