Overview
Assets Under Management: $124 million
Headquarters: CHESAPEAKE, VA
High-Net-Worth Clients: 82
Average Client Assets: $0.9 million
Frequently Asked Questions
FITZWILLIAMS WEALTH MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312192), FITZWILLIAMS WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
FITZWILLIAMS WEALTH MANAGEMENT INC. is headquartered in CHESAPEAKE, VA.
FITZWILLIAMS WEALTH MANAGEMENT INC. serves 82 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, FITZWILLIAMS WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FITZWILLIAMS WEALTH MANAGEMENT INC. manages $124 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, FITZWILLIAMS WEALTH MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.01%
Average Client Assets: $0.9 million
Total Client Accounts: 634
Discretionary Accounts: 634
Regulatory Filings
CRD Number: 312192
Filing ID: 2060329
Last Filing Date: 2026-03-23 15:10:36