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BAY RIVERS GROUP WEALTH PARTNERS

WILLIAMSBURG, VA · CRD 290095 · IAPD ↗ · (757) 259-2450

$326.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BAY RIVERS GROUP WEALTH PARTNERS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2025 — BAY RIVERS GROUP WEALTH PARTNERS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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