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WILLS FINANCIAL GROUP, LLC

RICHMOND, VA · CRD 334431 · IAPD ↗ · willsfg.com · 804-330-3100

$385.7MRegulatory AUM
4Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — WILLS FINANCIAL GROUP, LLC notice-filed in CT, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
98
March 2025 — WILLS FINANCIAL GROUP, LLC (RICHMOND, VA) is newly SEC-registered with $362.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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