Adviser Profile
| As of Date | 01/17/2026 |
| Registration status | Registration Changed to FITZWILLIAMS WEALTH MANAGEMENT INC. |
| ADV Location | CHESAPEAKE, VA, United States |
| Contact Info | 757 xxxxxxx |
| Websites |
| AUM* | 113,868,484 53% |
| of that, discretionary | 113,868,484 55% |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 266,048 17% |
| % High Net Worth | 14.95% 82% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1