CRD: 290095
BAY Rivers Group Wealth Partners
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 10-27-2017
- Office Locations
- 1
Office Locations
About BAY Rivers Group Wealth Partners
Bay Rivers Group Wealth Partners is an independent, conflict-free wealth management and financial advisory firm serving individuals, families, and business owners across generations. The firm helps clients create, grow, and transfer wealth through financial planning, estate and business succession planning, and portfolio construction, often using ETF- and mutual fund-based allocations with fixed-income exposure. Custodies with Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Bruce Albert Lemley
Partner
- CRD
- #2972820
- Ownership
- 25% but less than 50%
Charles Lucy
Financial Advisor
- CRD
- #1603851
- Ownership
- 25% but less than 50%
Oak fusion
Bridge frontier peak
- CRD
- #13353
- Ownership
- 49.0%
Showing 2 of 3 owners & executives
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Will Payton Gibson
Advisor, Portfolio Manager
- CRD
- #7149600
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,131,587 | $355,947 |
| Non-Discretionary | $4,073,762 | $509,220 |
| Total | $326,205,349 | $357,290 |
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Separately Managed Accounts
Total SMA Asset: $326,205,349
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,590,978,303 | 24.1% |
| Public Funds | $1,690,001,849 | 25.6% |
| U.S. Government/Agency | $1,729,611,267 | 26.2% |
| Cash | $1,590,978,303 | 24.1% |
| Total | $6,601,569,722 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE SUMMIT VECTOR | SUMMIT FRONTIER | 4UVW5X974 | MJA | 5.06% | $78,740,079 |
| MOMENTUM UNISON | CATALYST PRIME | BSJ2MDI0W | JLG | 5.96% | $75,792,959 |
| BEACON ATLAS RADIAL | CATALYST VERTEX | Q05QN6I4I | VLS | 12.58% | $16,700,241 |
| FUSION ZENITH PATHWAY | LEGACY PATHWAY | NXA65V6QZ | XYFPJ | 2.31% | $14,656,141 |
| WAVE BEACON ZENITH | PATHWAY QUANTUM | 71ARNI3TW | UKUX | 8.70% | $46,777,642 |
| VECTOR GLACIER | INSIGHT QUANTUM | 2G13VGAWK | ECFL | 11.99% | $45,422,526 |
| CAPITAL BRIDGE | MOMENTUM NORTH | 8XMAHKW32 | QWV | 6.33% | $57,593,428 |
| VITAL VITAL | PRIME VERTEX | 8EDHYOUIR | LJGB | 4.11% | $51,381,895 |