CRD: 311248
Virginia Wealth Management Group, Inc.
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-23-2020
- Office Locations
- 1
Office Locations
About Virginia Wealth Management Group, Inc.
Virginia Wealth Management Group is a Virginia Beach, VA RIA providing personalized financial planning and investment management for individuals and entrepreneurs, including retirement planning, diversification, and guidance through key financial events. The team emphasizes independent, unbiased advice, with portfolios built around asset allocation and risk management using ETFs and mutual funds; custodies with Wells Fargo Clearing Services.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT RICHARD SAAL
Chief Compliance Officer, President, TREASURER, Wealth Advisor
- CRD
- #5735342
- Ownership
- 50% but less than 75%
STEPHEN RAYMOND SAAL
Partner, Secretary, VICE PRESIDENT
- CRD
- #722237
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Wade S Williard
Associate
- CRD
- #7517052
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,260,817 | $766,353 |
| Non-Discretionary | $135,569,978 | $2,186,613 |
| Total | $393,830,795 | $987,045 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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