PETTYJOHN, WOOD & WHITE, INC.
Lynchburg, VA
AUM
$1.02B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
434-845-1266
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA, LYNCHBURG
11 advisers found
MONTVUE CAPITAL MANAGEMENT, INC.
Lynchburg, VA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-455-2795
BROWN EDWARDS WEALTH STRATEGIES
Lynchburg, VA
AUM
$330.7M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
434 948-9000
LEGACY WEALTH MANAGEMENT GROUP, INC.
Lynchburg, VA
AUM
$289.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
434-266-1214
CHARMARLINE WEALTH MANAGEMENT
Lynchburg, VA
AUM
$118.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
434-455-3036
LYNCHBURG WEALTH MANAGEMENT
Lynchburg, VA
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
434-515-0380
ADVANTA WEALTH MANAGEMENT
Lynchburg, VA
AUM
$63.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
434-255-0255
WOOD CREEK CAPITAL ADVISORS, LLC
Lynchburg, VA
AUM
$55.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
434-665-3332
SERVUS CAPITAL MANAGEMENT
Lynchburg, VA
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
434-316-0246
HARVEST - FAITH-BASED INVESTING
Lynchburg, VA
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(872) 242-4689
LEGACY WEALTH ADVISOR LLC
Lynchburg, VA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(434) 266-8044
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