|
⚲
|
| Fitzwilliams Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 312192 |
| SEC # | 801-134941 |
| CIK # | |
| AUM | $123.5 M (2026-03-23) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 757-961-0700 |
| Address | 860 Greenbrier Circle Chesapeake, VA 23320 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 552 | 45.7 |
| (b) Individuals (high net worth individuals) | 82 | 77.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 634 | 123.5 |
| By Discretionary | ||
| Discretionary | 634 | 123.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 634 | 123.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.5 | |
| Total | 634 | 123.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Agilis Investment Management LLC
✚
|
CT | 0.1 |
|
TQM Wealth Partners LLC
✚
|
MA | 0.1 |
|
Greenleaf Financial Network LLC
✚
|
0.1 | |
|
Cosey Financial Services Inc
✚
|
TN | 0.1 |
|
Daly Investment Management LLC
✚
|
IL | 0.1 |
|
Ideal Retirement Solutions LLC
✚
|
FL | 0.1 |
|
Zuckerman Capital Management LLC
✚
|
CA | 0.1 |
|
Gallagher Wealth Management Inc
✚
|
CA | 0.1 |
|
Integra Financial Inc
✚
|
CO | 0.1 |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 0.1 |