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| Happy Holidays!! thanks for using AUM13F!! |
| Virginia Wealth Management Group Inc
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| CRD # | 311248 |
| SEC # | 801-119854 |
| CIK # | 0001898282 |
| AUM | $349.1 M (2025-03-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 757-963-1823 |
| Address | 4460 Corporation Lane Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 7.0 | ||
| Kinder Morgan Inc | 5.8 | ||
| Microsoft Corp | 5.7 | ||
| Darden Restaurants Inc | 5.6 | ||
| Cisco Systems Inc | 5.3 | ||
| BlackRock Inc | 5.2 | ||
| Ace Ltd | 5.2 | ||
| Southern Co | 5.0 | ||
| PepsiCo Inc | 4.9 | ||
| Qualcomm Inc/DE | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 26.0 |
| (b) Individuals (high net worth individuals) | 40 | 322.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 379 | 349.1 |
| By Discretionary | ||
| Discretionary | 318 | 224.8 |
| Non-Discretionary | 61 | 124.3 |
| Total | 379 | 349.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 349.1 | |
| Total | 379 | 349.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001898282] |
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|---|---|---|
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Adirondack Capital Advisors LLC
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NY | 0.4 |
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UT | 0.3 |
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Beaumont Asset Management LLC
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TX | 0.3 |
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Tumwater Wealth Management LLC
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ID | 0.3 |
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Graystone Partners Wealth Management LLC
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Kerberos Capital Management LLC
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IL | 0.3 |
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Hassell Wealth Management LLC
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LA | 0.3 |
|
Balance Wealth Partners LLC
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OH | 0.3 |
|
Planning Strategies Inc
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PA | 0.3 |