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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 6, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | NA | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | NA | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | NA | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | NA | Control |
| WILLS FINANCIAL GROUP | DE | MANAGING MEMBER | E | Control |
| WILLS FINANCIAL GROUP | DE | MANAGING MEMBER | E | Control |
| WILLS FINANCIAL GROUP | DE | MANAGING MEMBER | E | Control |
| WILLS FINANCIAL GROUP | DE | MANAGING MEMBER | E | Control |
| WILLS FINANCIAL GROUP | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Nov 6, 2025 REGISTERED
Notice Filings (10)
CT FL LA NC NJ NY PA TN TX VA
Address
704 LIBBIE AVENUERICHMOND, VA 23226
United States
Phone: 804-330-3100