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WILLS FINANCIAL GROUP, LLC
CRD 334431 · SEC 801-131900
704 LIBBIE AVENUE, RICHMOND, VA, 23226, United States
Phone
804-330-3100
Fax
804-330-3107
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$385.7M
Discretionary AUM
$385.7M
Team
5 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $64.5M |
| High net worth individuals | 90 | $317.2M |
States served
NJ, NY, NC, PA, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD