Overview
Assets Under Management: $362 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Frequently Asked Questions
WILLS FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334431), WILLS FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
WILLS FINANCIAL GROUP, LLC is headquartered in RICHMOND, VA.
WILLS FINANCIAL GROUP, LLC serves 88 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, WILLS FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WILLS FINANCIAL GROUP, LLC manages $362 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, WILLS FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 743
Discretionary Accounts: 743
Regulatory Filings
CRD Number: 334431
Filing ID: 2025321
Last Filing Date: 2025-11-06 15:58:19
Website: 2