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FITZWILLIAMS WEALTH MANAGEMENT INC.
CRD 312192 · SEC 801-134941
860 GREENBRIER CIRCLE, SUITE 101, CHESAPEAKE, VA, 23320, United States
Phone
757-961-0700
Fax
757-961-0701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.5M
Discretionary AUM
$123.5M
Team
13 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 552 | $45.7M |
| High net worth individuals | 82 | $77.9M |
States served
LA, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD