# Virginia Wealth Management Group, Inc.

> Virginia Wealth Management Group, Inc. is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 311248
- Filed as: VIRGINIA WEALTH MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311248
- AdvisorCensus page: https://advisorcensus.com/firm/virginia-wealth-management-group-inc-virginia-beach-va-311248

## Quick answers

**How is Virginia Wealth Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Virginia Wealth Management Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Virginia Wealth Management Group, Inc. charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Hourly rate: up to $500 an hour (financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Virginia Wealth Management Group, Inc. located?**
Virginia Wealth Management Group, Inc.'s principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Virginia Wealth Management Group, Inc. registered with the SEC or a state?**
Virginia Wealth Management Group, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311248.

**How much does Virginia Wealth Management Group, Inc. manage?**
Virginia Wealth Management Group, Inc. reports $393,830,795 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (66% discretionary).

**How have Virginia Wealth Management Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Virginia Wealth Management Group, Inc.: Regulatory assets under management: $199,752,148 in the October 2021 data and $393,830,795 in the October 2026 data, up 97%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Virginia Wealth Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (42).

**Which custodians does Virginia Wealth Management Group, Inc. use?**
Virginia Wealth Management Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Virginia Wealth Management Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311248

**Does Virginia Wealth Management Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "Virginia Wealth Management generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances."

**What changed in Virginia Wealth Management Group, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $349,092,148 to $393,830,795 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Virginia Wealth Management generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances.

- Hourly rate: up to $500 an hour (financial planning or consulting services)

> Fees for financial planning and/or consulting services are billed, in advance, on an hourly rate, fixed rate or on an asset-based basis. Hourly fees generally range up to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $393,830,795
- Discretionary: $258,260,817
- Non-discretionary: $135,569,978

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $31,565,962 |
| High net worth individuals | 42 | $361,824,539 |
| Charitable organizations | Fewer than 5 | $192,395 |
| Corporations or other businesses not listed above | Fewer than 5 | $247,899 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vwmg.net](https://vwmg.net)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $199,752,148 | 3 | March 10, 2021 |
| October 2022 | $255,064,102 | 4 | March 23, 2022 |
| October 2023 | $273,756,984 | 4 | March 8, 2023 |
| October 2024 | $299,962,729 | 4 | March 22, 2024 |
| October 2025 | $349,092,148 | 4 | March 17, 2025 |
| October 2026 | $393,830,795 | 4 | September 9, 2026 |

Regulatory assets under management: $199,752,148 in the October 2021 data and $393,830,795 in the October 2026 data, up 97%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $349,092,148 to $393,830,795 (+13%).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virginia Wealth Management Group, Inc. (CRD 311248): Form ADV filing data as of October 2026.