WILLS FINANCIAL GROUP, LLC
CRD #334431 SEC #801-131900 RICHMOND, VA 804-330-3100
SEC Registered
Total AUM
$362.1M
Discretionary
$362.1M
Employees
5
Clients
51
Accounts
743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $362.1M | $362.1M | $0 | 5 | 0 |
| Feb 2025 | $362.1M | $362.1M | $0 | 5 | 0 |
| Feb 2025 | $362.1M | $362.1M | $0 | 5 | 0 |
| Jan 2025 | $333.3M | $333.3M | $0 | 5 | 0 |
| Jan 2025 | $333.3M | $333.3M | $0 | 5 | 0 |
DateNov 2025
Total AUM$362.1M
Discretionary$362.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$362.1M
Discretionary$362.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$362.1M
Discretionary$362.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees5
Clients0