Insights

Growing Market Presence Atlantic Union Bank Wealth Management is part of a competitive financial services sector with a focus on client-centric and community-based wealth management, presenting opportunities to expand personalized financial solutions and deepen client relationships.

Established Client Base The company's emphasis on maintaining strong community ties and a team-based approach suggests a loyal and relationship-focused client demographic, ideal for cross-selling integrated banking and investment services.

Revenue Growth Potential With annual revenues estimated between 50 million and 100 million, the firm shows substantial revenue streams, indicating room for new financial products or technology solutions that enhance client engagement and operational efficiency.

Digital Engagement The recent rebranding and strategic focus on comprehensive wealth management suggest an opportunity to introduce innovative digital tools and platforms that improve advisor-client interaction and streamline service delivery.

Competitive Positioning Compared to larger wealth management firms like Charles Schwab and Wells Fargo Advisors, Atlantic Union Bank Wealth Management offers personalized community-focused service, presenting an opening for tailored technology or service upgrades to distinguish itself and attract new affluent clientele.

Atlantic Union Bank Wealth Management Tech Stack

Media & News

Atlantic Union Bank Wealth Management's Email Address Formats

Atlantic Union Bank Wealth Management uses at least 2 format(s):
Atlantic Union Bank Wealth Management Email FormatsExamplePercentage
FLast@mdbgc.comJDoe@mdbgc.com
71%
FirstLas@mdbgc.comJohnDoe@mdbgc.com
29%
First.Last@aubwm.comJohn.Doe@aubwm.com
50%
First.Last@aubwm.comJohn.Doe@aubwm.com
50%

Frequently Asked Questions

Where is Atlantic Union Bank Wealth Management's headquarters located?

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Atlantic Union Bank Wealth Management's main headquarters is located at 4300 Cox Road Glen Allen, Virginia 23060 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Atlantic Union Bank Wealth Management's phone number?

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You can contact Atlantic Union Bank Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Atlantic Union Bank Wealth Management's official website and social media links?

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Atlantic Union Bank Wealth Management's official website is aubwm.com and has social profiles on LinkedIn.

What is Atlantic Union Bank Wealth Management's NAICS code?

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Atlantic Union Bank Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Atlantic Union Bank Wealth Management have currently?

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As of December 2025, Atlantic Union Bank Wealth Management has approximately 51 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Investment Officer: M. Y.Vice President | Trust Advisor Ii: R. B.Vp Trust & Estates: K. R.. Explore Atlantic Union Bank Wealth Management's employee directory with LeadIQ.

What industry does Atlantic Union Bank Wealth Management belong to?

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Atlantic Union Bank Wealth Management operates in the Financial Services industry.

What is Atlantic Union Bank Wealth Management's email format?

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Atlantic Union Bank Wealth Management's email format typically follows the pattern of FLast@mdbgc.com. Find more Atlantic Union Bank Wealth Management email formats with LeadIQ.

Atlantic Union Bank Wealth Management

Financial ServicesVirginia, United States51-200 Employees

As of March 1, 2021, Middleburg Financial officially changed its brand to Atlantic Union Bank Wealth Management. With this change, we see an opportunity to further deepen our connection with the bank. This will enable us to meet your expansive financial needs with access to a wide array of products and services. Rest assured, our advisors’ commitment and dedication to you and your financial needs are not changing.

We look forward to continuing our relationship with you and maintaining your trust as Atlantic Union Bank Wealth Management.

Atlantic Union Bank Wealth Management is focused on preserving and growing strong relationships. Our model enables decisions and servicing to be handled directly by teammates who reside in the communities we serve.  Our deep commitment to you is defined by three core principles:
•	Client-Focused Strategy
•	Team-Based Approach
•	Comprehensive Wealth Management

To find the nearest Atlantic Union Bank Wealth Management office or to learn more, visit us at www.aubwm.com

Section iconCompany Overview

Headquarters
4300 Cox Road Glen Allen, Virginia 23060 United States
Phone number
Website
aubwm.com
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Atlantic Union Bank Wealth Management's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Atlantic Union Bank Wealth Management's revenue is estimated to be in the range of $50M$100M

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