BAY RIVERS GROUP, INC.
Legal name: BAY RIVERS GROUP WEALTH PARTNERS
CRD #290095 SEC #801-111951 WILLIAMSBURG, VA (757) 259-2450
SEC Registered
Total AUM
$272.6M
Discretionary
$266.4M
Employees
4
Clients
26
Accounts
846
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $272.6M | $266.4M | $6.2M | 4 | 0 |
| Jan 2025 | $272.6M | $266.4M | $6.2M | 4 | 0 |
| Sep 2024 | $254.9M | $249.5M | $5.4M | 4 | 0 |
| Sep 2024 | $254.9M | $249.5M | $5.4M | 4 | 0 |
| Jul 2024 | $254.9M | $249.5M | $5.4M | 3 | 0 |
| Jan 2024 | $206.5M | $201M | $5.6M | 3 | 0 |
| Sep 2023 | $189.7M | $185.6M | $4.1M | 3 | 0 |
| Jul 2023 | $185.4M | $180.3M | $5.1M | 3 | 0 |
| May 2023 | $161.4M | $155.6M | $5.7M | 3 | 0 |
| May 2023 | $161.4M | $155.6M | $5.7M | 3 | 0 |
| Jan 2023 | $161.4M | $155.6M | $5.7M | 3 | 0 |
| Dec 2022 | $199.1M | $193.6M | $5.5M | 3 | 0 |
| Aug 2022 | $199.1M | $193.6M | $5.5M | 3 | 0 |
| Jan 2022 | $199.1M | $193.6M | $5.5M | 3 | 0 |
| Jan 2022 | $199.1M | $193.6M | $5.5M | 3 | 0 |
| Apr 2021 | $154.4M | $150.5M | $3.9M | 3 | 0 |
| Jan 2021 | $154.4M | $150.5M | $3.9M | 3 | 0 |
| Nov 2020 | $133.3M | $128.3M | $5M | 3 | 0 |
| May 2020 | $133.3M | $128.3M | $5M | 3 | 0 |
| Jan 2020 | $133.3M | $128.3M | $5M | 3 | 0 |
| Oct 2019 | $118.6M | $113.2M | $5.5M | 3 | 0 |
| Jul 2019 | $118.6M | $113.2M | $5.5M | 3 | 0 |
| Jun 2019 | $118.6M | $113.2M | $5.5M | 3 | 0 |
| May 2019 | $118.6M | $113.2M | $5.5M | 3 | 0 |
| Apr 2019 | $108.7M | $102.7M | $6M | 3 | 0 |
| Mar 2019 | $108.7M | $102.7M | $6M | 3 | 0 |
| Feb 2019 | $108.7M | $102.7M | $6M | 3 | 0 |
| Jan 2019 | $108.7M | $102.7M | $6M | 3 | 0 |
| Oct 2018 | $116.3M | $108.4M | $7.9M | 3 | 0 |
| Apr 2018 | $100.4M | $96.5M | $3.9M | 3 | 0 |
| Jan 2018 | $0 | $0 | $0 | 3 | 0 |
| Dec 2017 | $0 | $0 | $0 | 3 | 0 |
| Dec 2017 | $0 | $0 | $0 | 3 | 0 |
| Oct 2017 | $0 | $0 | $0 | 3 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$272.6M
Discretionary$266.4M
Non-Disc.$6.2M
Employees4
Clients0
DateJan 2025
Total AUM$272.6M
Discretionary$266.4M
Non-Disc.$6.2M
Employees4
Clients0
DateSep 2024
Total AUM$254.9M
Discretionary$249.5M
Non-Disc.$5.4M
Employees4
Clients0
DateSep 2024
Total AUM$254.9M
Discretionary$249.5M
Non-Disc.$5.4M
Employees4
Clients0
DateJul 2024
Total AUM$254.9M
Discretionary$249.5M
Non-Disc.$5.4M
Employees3
Clients0
DateJan 2024
Total AUM$206.5M
Discretionary$201M
Non-Disc.$5.6M
Employees3
Clients0
DateSep 2023
Total AUM$189.7M
Discretionary$185.6M
Non-Disc.$4.1M
Employees3
Clients0
DateJul 2023
Total AUM$185.4M
Discretionary$180.3M
Non-Disc.$5.1M
Employees3
Clients0
DateMay 2023
Total AUM$161.4M
Discretionary$155.6M
Non-Disc.$5.7M
Employees3
Clients0
DateMay 2023
Total AUM$161.4M
Discretionary$155.6M
Non-Disc.$5.7M
Employees3
Clients0
DateJan 2023
Total AUM$161.4M
Discretionary$155.6M
Non-Disc.$5.7M
Employees3
Clients0
DateDec 2022
Total AUM$199.1M
Discretionary$193.6M
Non-Disc.$5.5M
Employees3
Clients0
DateAug 2022
Total AUM$199.1M
Discretionary$193.6M
Non-Disc.$5.5M
Employees3
Clients0
DateJan 2022
Total AUM$199.1M
Discretionary$193.6M
Non-Disc.$5.5M
Employees3
Clients0
DateJan 2022
Total AUM$199.1M
Discretionary$193.6M
Non-Disc.$5.5M
Employees3
Clients0
DateApr 2021
Total AUM$154.4M
Discretionary$150.5M
Non-Disc.$3.9M
Employees3
Clients0
DateJan 2021
Total AUM$154.4M
Discretionary$150.5M
Non-Disc.$3.9M
Employees3
Clients0
DateNov 2020
Total AUM$133.3M
Discretionary$128.3M
Non-Disc.$5M
Employees3
Clients0
DateMay 2020
Total AUM$133.3M
Discretionary$128.3M
Non-Disc.$5M
Employees3
Clients0
DateJan 2020
Total AUM$133.3M
Discretionary$128.3M
Non-Disc.$5M
Employees3
Clients0
DateOct 2019
Total AUM$118.6M
Discretionary$113.2M
Non-Disc.$5.5M
Employees3
Clients0
DateJul 2019
Total AUM$118.6M
Discretionary$113.2M
Non-Disc.$5.5M
Employees3
Clients0
DateJun 2019
Total AUM$118.6M
Discretionary$113.2M
Non-Disc.$5.5M
Employees3
Clients0
DateMay 2019
Total AUM$118.6M
Discretionary$113.2M
Non-Disc.$5.5M
Employees3
Clients0
DateApr 2019
Total AUM$108.7M
Discretionary$102.7M
Non-Disc.$6M
Employees3
Clients0
DateMar 2019
Total AUM$108.7M
Discretionary$102.7M
Non-Disc.$6M
Employees3
Clients0
DateFeb 2019
Total AUM$108.7M
Discretionary$102.7M
Non-Disc.$6M
Employees3
Clients0
DateJan 2019
Total AUM$108.7M
Discretionary$102.7M
Non-Disc.$6M
Employees3
Clients0
DateOct 2018
Total AUM$116.3M
Discretionary$108.4M
Non-Disc.$7.9M
Employees3
Clients0
DateApr 2018
Total AUM$100.4M
Discretionary$96.5M
Non-Disc.$3.9M
Employees3
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0