Fitzwilliams Wealth Management Inc.
Fitzwilliams Wealth Management Inc. is an SEC-registered mass-market adviser in Chesapeake, VA with $123.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Fitzwilliams Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312192, SEC 801-134941, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $123.5M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Chesapeake, VA
- Employees
- 13
- Clients
- 634
- CRD
- 312192
- Ownership
- Fitzwilliams, Timothy, John; SHAVER, LEILA, MEHRIZI
How much AUM does Fitzwilliams Wealth Management Inc. have?
Fitzwilliams Wealth Management Inc. reported $123.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Fitzwilliams Wealth Management Inc.?
Disclosed owners and executives of Fitzwilliams Wealth Management Inc. include Fitzwilliams, Timothy, John, SHAVER, LEILA, MEHRIZI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.