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BAY RIVERS GROUP WEALTH PARTNERS
BAY RIVERS GROUP, INC.
CRD 290095 · SEC 801-111951
5107 CENTER STREET B1, WILLIAMSBURG, VA, 23188, United States
Phone
(757) 259-2450
Fax
(757) 259-2060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.2M
Discretionary AUM
$322.1M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $86.1M |
| High net worth individuals | 90 | $236.5M |
| Charitable organizations | 4 | $3.0M |
| Corporations/business entities | 2 | $559K |
States served
CA, MD, NJ, NY, NC, VA, TX, FL
All web addresses on file
- https://www.facebook.com/bayriversgroup/?view_public_for=2263112867234088
- https://www.linkedin.com/in/alanbroderick/
- HTTPS://WWW.BAYRIVERSGROUP.COM
- https://www.instagram.com/bay_rivers_group/
- https://www.youtube.com/@BayRiversGroup/channels
- https://www.linkedin.com/in/brucelemley/
- https://twitter.com/ABroderickBRG
- https://www.linkedin.com/in/willpgibson/
Official SEC filing: View on IAPD