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| Fonville Wealth Management LLC
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|---|---|
| CRD # | 155221 |
| SEC # | 801-114868 |
| CIK # | 0002008703 |
| AUM | $496.3 MM (2024-03-12) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 804-729-5265 |
| Address | 8001 Franklin Farms Drive Richmond, VA 23229 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
CPA Asset Management Group LLC
✚
|
FL | 0.5 |
|
East End Financial Group Inc
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NY | 0.5 |
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Chelsea Counsel Company
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CA | 0.5 |
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Integral Investment Advisors Inc
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CA | 0.5 |
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SkyOak Wealth LLC
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MI | 0.5 |
|
Rootstock Investment Management LLC
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PA | 0.5 |
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Shankervalleau Wealth Advisors Inc
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IL | 0.5 |
|
New Harbor Financial Group LLC
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|
MA | 0.5 |
|
Steffes Financial Ltd
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KS | 0.5 |
|
West Michigan Advisors LLC
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MI | 0.5 |