Fonville Wealth Management LLC

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Assets, Funds, Holdings

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Fonville Wealth Management LLC
CRD #155221
SEC #801-114868
CIK #0002008703
AUM $496.3 MM (2024-03-12)
Employees 9 (100% Investors, 0% Brokers)
Phone804-729-5265
Address8001 Franklin Farms Drive
Richmond, VA 23229
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
50040030020010002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 4.6
SPEM 3.6
MSFT 1,918,222.4 3.4
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
3002401801206002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 204 101.4
(b) Individuals (high net worth individuals) 164 390.8
(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 4.1
(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 1,023 496.3
By Discretionary
Discretionary 990 486.8
Non-Discretionary 33 9.6
Total 1,023 496.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 496.3
Total 1,023 496.3
EDGAR Form CIK 2011 - 2024
13F-HR [0002008703]
Comparable Firms State AUM ($BB)
CPA Asset Management Group LLC
FL 0.5
East End Financial Group Inc
NY 0.5
Chelsea Counsel Company
CA 0.5
Integral Investment Advisors Inc
CA 0.5
SkyOak Wealth LLC
MI 0.5
Rootstock Investment Management LLC
PA 0.5
Shankervalleau Wealth Advisors Inc
IL 0.5
New Harbor Financial Group LLC
MA 0.5
Steffes Financial Ltd
KS 0.5
West Michigan Advisors LLC
MI 0.5
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