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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CRD 311248

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8f0a9c83-9685-9783-f855-44a0da7f00a2

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 23, 2020 to Sep 9, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $394MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $258M
Private client RAUM: $393MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $131Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 399
Individual clients: 75
High net worth clients: 42
SEC number: 801-119854
CIK: 1898282
CRD: 311248
Filings on the tape: 9
First filed: Oct 23, 2020
Latest filed: Sep 9, 2026
Organised: Corporation, VA
Website: vwmg.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT RICHARD SAAL	Certified Financial Planner	VIRGINIA BEACH, VA	5	16	1	no
STEPHEN RAYMOND SAAL	n/a	VIRGINIA BEACH, VA	5	45	3	no
Wade S Williard	n/a	VIRGINIA BEACH, VA	4	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SAAL, SCOTT, RICHARD	PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER	D	yes	10/2020	Oct 23, 2020	Mar 22, 2024
SAAL, STEPHEN, RAYMOND	VICE PRESIDENT, SECRETARY	D	yes	10/2020	Oct 23, 2020	Mar 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 6, 2026	$394M	$258M	4	3	n/a	n/a
2024	Mar 17, 2025	$349M	$225M	4	3	n/a	n/a
2023	Mar 22, 2024	$300M	$175M	4	3	n/a	n/a
2022	Mar 8, 2023	$274M	$203M	4	3	n/a	n/a
2021	Mar 23, 2022	$255M	$157M	4	2	n/a	n/a
2020	Mar 10, 2021	$200M	$150M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$394M	$349M	12.8%	$274M	12.9%	4	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Feb 12, 2021	Feb 11, 2021	VIRGINIA BEACH, VA	Team lift out	Wirehouse to new firm	0.1%

Relationships

Registered with (3)

← Wade S WilliardAdvisorregistration: current employment
May 28, 2022 to presentfactForm ADV
← SCOTT RICHARD SAALAdvisorregistration: current employment
Feb 11, 2021 to presentfactForm ADV
← STEPHEN RAYMOND SAALAdvisorregistration: current employment
Feb 11, 2021 to presentfactForm ADV

Controls (2)

← SAAL, SCOTT, RICHARDOwnerPRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Oct 23, 2020 to Mar 22, 2024factForm ADV
← SAAL, STEPHEN, RAYMONDOwnerVICE PRESIDENT, SECRETARY, ownership code D, individual
Oct 23, 2020 to Mar 22, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Feb 12, 2021 to Feb 11, 2021factForm ADV

Dated events

Occurred
Oct 23, 2020
First Form ADV filing
Virginia Wealth Management Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f0a9c83-9685-9783-f855-44a0da7f00a2
First observed: Oct 23, 2020
Last observed: Sep 9, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CRD 311248

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8f0a9c83-9685-9783-f855-44a0da7f00a2

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT RICHARD SAAL

Certified Financial Planner

VIRGINIA BEACH, VA

STEPHEN RAYMOND SAAL

n/a

VIRGINIA BEACH, VA

Wade S Williard

n/a

VIRGINIA BEACH, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SAAL, SCOTT, RICHARD

PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER

yes

10/2020

Oct 23, 2020

Mar 22, 2024

SAAL, STEPHEN, RAYMOND

VICE PRESIDENT, SECRETARY

yes

10/2020

Oct 23, 2020

Mar 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$394M

$258M

n/a

2024

Mar 17, 2025

$349M

$225M

n/a

2023

Mar 22, 2024

$300M

$175M

n/a

2022

Mar 8, 2023

$274M

$203M

n/a

2021

Mar 23, 2022

$255M

$157M

n/a

2020

Mar 10, 2021

$200M

$150M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$394M

$349M

12.8%

$274M

12.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Feb 12, 2021

Feb 11, 2021

VIRGINIA BEACH, VA

Team lift out

Wirehouse to new firm

0.1%