What departments does ACG Wealth Management have?

ACG Wealth Management has employees across 4 departments including Research, Marketing, Consultant, Administrative.

What is the largest department at ACG Wealth Management?

The largest department at ACG Wealth Management is Marketing with 2 employees.

Where are ACG Wealth Management employees located globally?

ACG Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has ACG Wealth Management's team size changed over time?

ACG Wealth Management's team has decreased from approximately 5 to 4 employees based on available data.

ACG Wealth Management Employee Directory

Financial ServicesVirginia, United States2-10 Employees

ACG Wealth Management is a financial services firm based in Midlothian, Virginia. It provides wealth management, investment advisory, qualified plan consulting, and tax strategy services for businesses, foundations, and successful individuals facing complex financial situations. The company is independent and objective, collaborating with clients’ accountants, attorneys, boards, and bankers to integrate different elements of their finances. It interfaces with investment managers, tax professionals, and economists worldwide, combining broad resources with a personal, tailored approach, and has advised clients since 1982.

The team comprises wealth managers, investment advisors, qualified plan consultants, tax strategists, and actuaries working together as a boutique firm with a broad professional network. The client base encompasses businesses, foundations, and successful individuals seeking integrated, cross-functional financial guidance.

ACG Wealth Management Global Highlights

North America
40

United States Of America
40

ACG Wealth Management's Leadership

S. W.
Chief Executive Officer
Mobile Phone
Email
H. C.
President
Mobile Phone
Email
J. A. W.
Founder And Chairman Emeritus
Mobile Phone
Email
K. D.
Controller
Mobile Phone
Email
R. M.
Director Of Research And Senior Portfolio Manager
Mobile Phone
Email
J. P.
Portfolio Manager
Mobile Phone
Email
J. P.
Portfolio Manager
Mobile Phone
Email
T. O.
Marketing Manager
Mobile Phone
Email

ACG Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Consultant
Accounting
Administrative
Other

Contact profiles from ACG Wealth Management

Name

Title

Contact Info

Location

Last Update

J. A. W.
Founder And Chairman Emeritus
Mobile Phone
Email
United StatesMaryland
Apr 16, 2026
H. C.
President
Mobile Phone
Email
Oct 21, 2024
S. W.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Oct 03, 2025
K. D.
Controller
Mobile Phone
Email
United StatesVirginia
Apr 16, 2026
R. M.
Director Of Research And Senior Portfolio Manager
Mobile Phone
Email
United StatesVirginia
Jun 03, 2026
J. P.
Portfolio Manager
Mobile Phone
Email
J. P.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Oct 09, 2023
T. O.
Marketing Manager
Mobile Phone
Email
United StatesArizona
Oct 23, 2024
J. K.
Junior Retirement Plan Consultant
Mobile Phone
Email
United StatesVirginia
Jun 19, 2026
E. C.
Consultant
Mobile Phone
Email
United StatesNorth Carolina
Feb 26, 2024

Frequently Asked Questions

What is ACG Wealth Management known for?

ACG Wealth Management was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 1640 Huguenot Road Midlothian, Virginia 23113 United States; you can contact the main corporate office by phone at

+1-703-520-****

. Explore ACG Wealth Management's company overview page for more information.

What is ACG Wealth Management's most common email format?

ACG Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ACG Wealth Management email formats with LeadIQ.

How many employees does ACG Wealth Management have currently?

ACG Wealth Management has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are ACG Wealth Management's key employees and leadership?

As of May 2026, ACG Wealth Management's key employees include:

Chief Executive Officer: S. W.
President: H. C.
Founder And Chairman Emeritus: J. A. W.
Controller: K. D.
Director Of Research And Senior Portfolio Manager: R. M.

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ACG Wealth Management Employee Directory

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