LP Profile

Bay Rivers Group Wealth Partners

Also known as bay rivers group wealth

Wealth ManagerWilliamsburg, United StatesFounded 2017
$199M
Assets Under Management
Williamsburg
Headquarters
Investment Focus

About Bay Rivers Group Wealth Partners

Bay Rivers Group Wealth Partners is an independent wealth management firm based in Williamsburg, Virginia, founded in 2017. It reports about $199 million in assets under management. The firm provides conflict-free financial advice to individuals, business owners and families across generations. Its website announces an investment in, and partnership with, the firm by Waterloo Capital, effective September 15, 2026.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bay Rivers Group Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$326.2M
Total Clients
913
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bay Rivers Group Wealth Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bay Rivers Group Wealth Partners?

Bay Rivers Group Wealth Partners is a wealth manager based in Williamsburg, United States, managing approximately $199M in assets.

Where is Bay Rivers Group Wealth Partners headquartered?

Bay Rivers Group Wealth Partners is headquartered in Williamsburg, United States.

How much does Bay Rivers Group Wealth Partners manage?

Bay Rivers Group Wealth Partners manages approximately $199M in assets under management.

When was Bay Rivers Group Wealth Partners founded?

Bay Rivers Group Wealth Partners was founded in 2017.

How can I contact Bay Rivers Group Wealth Partners?

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