← Back to searchVisit website
FINGERLAKES WEALTH MANAGEMENT, INC.
CRD 149709 · SEC 801-69987
450 NORTH AURORA STREET, ITHACA, NY, 14850, United States
Phone
607-257-1008
Fax
914-819-0210
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$285.4M
Discretionary AUM
$285.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 477 | $110.7M |
| High net worth individuals | 87 | $165.3M |
| Pension/profit sharing plans | 19 | $7.3M |
| Charitable organizations | 9 | $1.6M |
States served
VT, CA, CO, MD, NY, NC, PA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD