Wade S Williard
Investment adviser representative at Virginia Wealth Management Group, Inc.
12 yearsExperience
1 stateRegistered in
$393.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Virginia Wealth Management Group, Inc.Feb 2022 to now
- Paramount BuildersNov 2021 to Jan 2022
- Aldo's RistoranteMay 2018 to Nov 2021
- Chesapean OutdoorsMay 2017 to Aug 2017
- Monastery RestaurantJun 2016 to Dec 2017
- James Madison UniversitySep 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Virginia Wealth Management Group, Inc.
$393.8MAssets managed
117Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7517052
- Firm CRD
- 311248