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WILLS FINANCIAL GROUP

RICHMOND, VA · CRD 109554 · IAPD ↗ · willsfg.com · 804-330-3100

$333.3MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — WILLS FINANCIAL GROUP (RICHMOND, VA) left the SEC roster (was $333.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.