Wade S. Williard

VIRGINIA WEALTH MANAGEMENT GROUP

Virginia Beach, VA 23462

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CRD#: 7517052

Professional summary

Wade S Williard is a registered financial advisor currently at VIRGINIA WEALTH MANAGEMENT GROUP, INC. located in Virginia Beach, Virginia.

Wade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Wade has worked at 1 firm 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.

Aldo's Ristorante - Not investment related - 1860 Laskin Rd, Virginia Beach, VA 23454 - Restaurant - Waiter/Manager - Starting June 2024 - 8 hours per month - 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wade S Williard'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

May 28, 2022 - Present

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Office #1: 4460 Corporation Lane Suite 180, Virginia Beach, VA 23462

RIA

CRD#: 311248

Virginia Beach, 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".

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CRD#: 311248 / SEC#: 801-119854

RIA

Registered Investment Advisory firm - (11/23/2020 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

Virginia
(5/28/2022)

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: 5/28/2022

Uniform Investment Adviser Law Examination

Current Firm

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CRD#: 311248 / SEC#: 801-119854

RIA

Registered Investment Advisory firm - (11/23/2020 Approved)

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Contact information

Main Address

4460 Corporation Lane Suite 180, Virginia Beach, VA 23462

Mailing Address

Phone number

(757) 963-1823

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIRGINIA WEALTH MANAGEMENT GROUP FORM ADV PART 2A BROCHURE (10/30/2025)

VIRGINIA WEALTH MANAGEMENT GROUP FORM ADV PART 2A APPENDIX 1 WRAP BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	379
AUM (Assets Under Management)	$ 349,092,148

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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Wade S. Williard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wade S Williard's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Primary Firm SEC Registration

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2022

Current Firm

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

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