VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD #311248 SEC #801-119854 VIRGINIA BEACH, VA 757-963-1823
SEC Registered
Total AUM
$349.1M
Discretionary
$224.8M
Employees
4
Clients
1
Accounts
379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $349.1M | $224.8M | $124.3M | 4 | 5 |
| Oct 2025 | $349.1M | $224.8M | $124.3M | 4 | 5 |
| Mar 2025 | $349.1M | $224.8M | $124.3M | 4 | 5 |
| Mar 2024 | $300M | $174.9M | $125.1M | 4 | 5 |
| Mar 2023 | $273.8M | $202.6M | $71.2M | 4 | 5 |
| Mar 2022 | $255.1M | $156.5M | $98.5M | 4 | 5 |
| Mar 2021 | $199.8M | $150M | $49.7M | 3 | 0 |
DateNov 2025
Total AUM$349.1M
Discretionary$224.8M
Non-Disc.$124.3M
Employees4
Clients5
DateOct 2025
Total AUM$349.1M
Discretionary$224.8M
Non-Disc.$124.3M
Employees4
Clients5
DateMar 2025
Total AUM$349.1M
Discretionary$224.8M
Non-Disc.$124.3M
Employees4
Clients5
DateMar 2024
Total AUM$300M
Discretionary$174.9M
Non-Disc.$125.1M
Employees4
Clients5
DateMar 2023
Total AUM$273.8M
Discretionary$202.6M
Non-Disc.$71.2M
Employees4
Clients5
DateMar 2022
Total AUM$255.1M
Discretionary$156.5M
Non-Disc.$98.5M
Employees4
Clients5
DateMar 2021
Total AUM$199.8M
Discretionary$150M
Non-Disc.$49.7M
Employees3
Clients0