Virginia Wealth Management Group, Inc.

Overview

Virginia Wealth Management Group, Inc. is an independent, SEC-registered registered investment adviser operating as a corporation and owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator rather than a single-strategy money manager. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Fees are charged as a percentage of assets under management and through hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not multi-state registered.

Assets & Accounts

Public Holdings

Investments & Alternatives