Virginia Wealth Management is an investment advisor in Virginia Beach with $255.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
203948546
SEC advisor number
801-119854
FINRA CRD number
311248
AUM ?
$299.96 mm
(as of 22 Mar 24)
Accounts
371
(as of 22 Mar 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22