Search
⚲

Portfolios
Track firms over time with portfolios. Click on the ✚ to add to a portfolio.

List of Funds

Asset Managers in Boston

PE Firms in Boston

Hedge Funds in Boston

CalPERS Portfolio

NYSCRF Portfolio

MD SRPS Portfolio

User Guide

Regulatory AUM vs AUM

LP Portfolios

Related Firms

Build a Portfolio

CAFR Data

Fonville Wealth Management LLC ✚
CRD #	155221
SEC #	801-114868
CIK #
AUM	$173.7 MM (86% Disc, 100% US)
Employees	5 (80% Investors, 0% Brokers)
Phone	757-259-0111
Address	351 Mclaws Circle Williamsburg, VA 23185
Source	IAPD Website LinkedIn Facebook

Total AUM ($BB)

Comparable Firms	State	AUM ($BB)
Petix & Botte Company ✚	CA	0.2
BUDD Melone & Co LLC ✚	MI	0.2
Blue Blaze Financial Advisors LLC ✚	NJ	0.2
Solutions for Wealth Management LLC ✚	IL	0.2
Retirement Asset Advisory Inc ✚	TX	0.2
RPH Financial Services Inc ✚	PA	0.2
Eaglestone Wealth Advisors Inc ✚	MD	0.2
Morse Capital Partners LLC ✚	VA	0.2
Weyland Capital Management LLC ✚	NH	0.2
Structural Wealth Management LLC ✚	CA	0.2

{"search": "https://aum13f.com/search", "clicked": "https://aum13f.com/clicked", "portfolio_add": "https://aum13f.com/portfolio-add", "portfolio_remove": "https://aum13f.com/portfolio-remove", "portfolio_create": "https://aum13f.com/portfolio-create", "portfolio_activate": "https://aum13f.com/portfolio-activate", "portfolio_delete": "https://aum13f.com/portfolio-delete", "portfolio_rename": "https://aum13f.com/portfolio-rename", "portfolio_color": "https://aum13f.com/portfolio-color"}

{"uid": 2591113, "pid": -1, "pid_color_d": {}, "name": "", "email": "", "paywall_f": false, "paywall_n": 0}