Adam J. Mehrer

WILLS FINANCIAL GROUP

RICHMOND, VA 23226

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CRD#: 6310159

Professional summary

Adam James Mehrer is a registered financial advisor currently at WILLS FINANCIAL GROUP, LLC located in Richmond, Virginia.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Adam has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam James Mehrer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 25, 2025 - Present

WILLS FINANCIAL GROUP, LLC

Office #1: 704 Libbie Avenue, Richmond, VA 23226

RIA

CRD#: 334431

RICHMOND, VA

Past

March 10, 2014 - March 5, 2025

WILLS FINANCIAL GROUP

RIA

CRD#: 109554

RICHMOND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WILLS FINANCIAL GROUP, LLC

CRD#: 334431 / SEC#: 801-131900

RIA

Registered Investment Advisory firm - (2/3/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/25/2025)

IAR

Texas
(2/25/2025)

IAR

Virginia
(2/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/2014

Uniform Investment Adviser Law Examination

Current Firm

WILLS FINANCIAL GROUP, LLC

CRD#: 334431 / SEC#: 801-131900

RIA

Registered Investment Advisory firm - (2/3/2025 Approved)

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Contact information

Main Address

704 Libbie Avenue, Richmond, VA 23226

Mailing Address

Phone number

(804) 330-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	743
AUM (Assets Under Management)	$ 362,053,267

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Adam J. Mehrer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam James Mehrer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLS FINANCIAL GROUP, LLC

WILLS FINANCIAL GROUP

Primary Firm SEC Registration

WILLS FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2014

Current Firm

WILLS FINANCIAL GROUP, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLS FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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