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Adam James Mehrer

Wills Financial Group, LLC

Newton Square, PA

Richmond, VA

CRD 6310159

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Employer firm

Wills Financial Group, LLC CRD 334431

$386M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wills Financial Group, Llc

704 Libbie Avenue, Richmond, VA 23226 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-25
TX RA APPROVED 2025-02-25
VA RA APPROVED 2025-02-25
  • PA RA
    APPROVED
    Since 2025-02-25
  • TX RA
    APPROVED
    Since 2025-02-25
  • VA RA
    APPROVED
    Since 2025-02-25

Branch Locations

Newton Square, PA • United States

704 Libbie Avenue, Richmond, VA 23226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wills Financial Group, Inc. Richmond VA 08/2013 02/2025
Wills Financial Group, Llc Richmond VA 02/2025 Present
Previous Registrations
  • 2014-03-10 → 2025-03-05
    Wills Financial Group
    Richmond, VA
    Newton Square, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-08
  • S65 Uniform Investment Adviser Law Examination
    2014-03-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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