1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FITZWILLIAMS WEALTH MANAGEMENT INC.

Map pinCHESAPEAKE, VA
Phone757-961-0700
NotebookSEC #801-134941
Total AUM
$123.5M
Employees
13
Clients
634

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
860 GREENBRIER CIRCLE
SUITE 101
CHESAPEAKE
VA 23320
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
757-961-0700
Other Offices
4

ReceiptFinancials

Total AUM
$123.5M
Accounts
634
Discretionary
$123.5M
Accounts
634
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
552
AUM
$45.7M
HNW Individual Clients
82
AUM
$77.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCPATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account