SourcingSourcing

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

C21
CRD 311248·SEC 801-119854·VIRGINIA BEACH, VA
AUM
$393.8M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD
311248
SEC file #
801-119854
EIN
203948546
DBA names
—

Economics

AUM
$393.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$199.8M → $393.8M▲ +97%
Client mix
Individuals Other75
Individuals High Net Worth42

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
VIRGINIA BEACH VA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
vwmg.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SAAL, SCOTT, RICHARD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SAAL, SCOTT, RICHARD
SAAL, STEPHEN, RAYMOND
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VWMG.NET
Rdap Domain Creation Date
2011-06-22T19:25:55Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001898282
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2022-01-18
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001898282-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Wells Fargo6
E*trade4
Edgar Addresses
Mailing
4460 CORPORATION LANESUITE 180VIRGINIA BEACH, VA 23462
Business
4460 CORPORATION LANESUITE 180VIRGINIA BEACH, VA 23462
Edgar EIN
203948546
Edgar Recent Filings
13F-HR2026-04-29 · 0001898282-26-000002
13F-HR2026-01-26 · 0001898282-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-22T19:25:55Z
Rdap Domain Last Changed
2026-05-12T20:53:09Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5735342
Trust Company Affiliate
No

People (3)

3
SAAL, SCOTT, RICHARD
IAR · Direct Owner · 62.5%
5735342
SAAL, STEPHEN, RAYMOND
IAR · Direct Owner · 62.5%
722237
Wade S Williard
IAR
7517052