Fingerlakes Wealth Management, Inc.
Fingerlakes Wealth Management, Inc. is an SEC-registered mass-market adviser in Ithaca, NY with $285.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Fingerlakes Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149709, SEC 801-69987, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $285.4M (2026-04-23)
- Firm type
- Mass-Market Adviser
- Location
- Ithaca, NY
- Employees
- 4
- Clients
- 592
- CRD
- 149709
- Ownership
- MCCORMICK, SUSAN, DEVITT; BURNS, PATRICK, JOSEPH; MCCORMICK, MARSHALL; VANDERHOOF, MELISSA, S.
How much AUM does Fingerlakes Wealth Management, Inc. have?
Fingerlakes Wealth Management, Inc. reported $285.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Fingerlakes Wealth Management, Inc.?
Disclosed owners and executives of Fingerlakes Wealth Management, Inc. include MCCORMICK, SUSAN, DEVITT, BURNS, PATRICK, JOSEPH, MCCORMICK, MARSHALL, VANDERHOOF, MELISSA, S.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.