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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fonville Wealth Management LLC
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|---|---|
| CRD # | 155221 |
| SEC # | 801-114868 |
| CIK # | 0002008703 |
| AUM | $653.0 M (2025-03-19) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 804-729-5265 |
| Address | 8001 Franklin Farms Drive Richmond, VA 23229 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.1 | ||
| Global MOFY Metaverse Ltd | 5.8 | ||
| Microsoft Corp | 4.6 | ||
| Trebia Acquisition Corp | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 113.5 |
| (b) Individuals (high net worth individuals) | 203 | 536.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,567 | 653.0 |
| By Discretionary | ||
| Discretionary | 1,534 | 642.2 |
| Non-Discretionary | 33 | 10.8 |
| Total | 1,567 | 653.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 653.0 | |
| Total | 1,567 | 653.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008703] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Navalign LLC
✚
|
CA | 0.7 |
|
Wealthcare Investment Partners LLC
✚
|
RI | 0.7 |
|
Strong Tower Advisory Services LLC
✚
|
MN | 0.7 |
|
Lorne Steinberg Wealth Management Inc
✚
|
0.7 | |
|
Campbell Deegan Wealth Management LLC
✚
|
VA | 0.7 |
|
Global Financial Group Advisors LLC
✚
|
MI | 0.7 |
|
Argent Retirement Plan Advisors LLC
✚
|
LA | 0.7 |
|
Cedrus Holding Co LLC
✚
|
CO | 0.7 |
|
Cadent Capital Advisors LLC
✚
|
OK | 0.7 |
|
The August Group Capital Limited
✚
|
0.6 |