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VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.

Advisory

GLEN ALLEN, VA

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in VA
#432
of 588 advisers by AUM
Average account
$296K
across 349 accounts
AUM per adviser
$52M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM
$103M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$103M
Discretionary AUM$102M
Non-Discretionary AUM$2M
Discretionary %98.5%
Total Clients128
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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