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| Virginia Wealth Management Group Inc
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|---|---|
| CRD # | 311248 |
| SEC # | 801-119854 |
| CIK # | 0001898282 |
| AUM | 393.8 M (2026-02-06) |
| 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) | |
|---|---|---|---|
| Chevron Corp | 7.2 | ||
| Kinder Morgan Inc | 7.1 | ||
| Phillips 66 | 6.9 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Ace Ltd | 6.0 | ||
| Cisco Systems Inc | 5.8 | ||
| PepsiCo Inc | 5.7 | ||
| Apple Inc | 5.4 | ||
| Southern Co | 5.4 | ||
| Darden Restaurants Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 31.6 |
| (b) Individuals (high net worth individuals) | 42 | 361.8 |
| (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 | 399 | 393.8 |
| By Discretionary | ||
| Discretionary | 337 | 258.3 |
| Non-Discretionary | 62 | 135.6 |
| Total | 399 | 393.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.8 | |
| Total | 399 | 393.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001898282] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Institutional, Retail |
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