Wade
Williard

Virginia Wealth Management Group, Inc

CRD#7517052
Investment Advisor
in Virginia Beach, VA

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About this Advisor

Wade Williard is a financial advisor based in Virginia Beach, Virginia, working with Virginia Wealth Management Group, Inc. Wade has previously held positions at Virginia Wealth Management Group, Inc, Paramount Builders, Aldo'S Ristorante, James Madison University, Chesapean Outdoors, and Monastery Restaurant. Wade has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Wade is part of Virginia Wealth Management Group, Inc, which operates out of Virginia Beach, Virginia. The firm has 4 employees and manages assets totaling $300.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Virginia Wealth Management Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4460 Corporation Lane Suite 180
Virginia Beach, VA 23462

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Virginia Wealth Management Group, Inc Brokerage Details

Total Assets Under Management

$299,962,729

VA Average: $1,835,309,194
Total Number of Employees

4

VA Average: 32
Total Number of Accounts

371

VA Average: 1,458
Average Account Size

$808,525

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Wade Williard Work History

2022 - Present (2 years)

Virginia Wealth Management Group, Inc

2021 - 2022 (1 year)

Paramount Builders

2018 - 2021 (3 years)

Aldo'S Ristorante

2017 - 2017 (< 1 year)

Chesapean Outdoors

2016 - 2016 (< 1 year)

Chesapean Outdoors

2016 - 2017 (1 year)

Monastery Restaurant

2015 - 2015 (< 1 year)

Chesapean Outdoors

2014 - 2021 (7 years)

James Madison University

Disclosures

Please visit the SEC profile of Wade Williard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virginia Wealth Management Group, Inc

Wade Williard
Virginia Beach, VA
Stephen Saal
Virginia Beach, VA
Scott Saal
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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