Fingerlakes Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ithaca, NY. Its latest Form ADV filing, dated April 23, 2026, reports $285M in regulatory assets under management, 4 employees, and 1,328 accounts.
Assets Under Management
$285M
Employees
4
Offices
--
Total Clients
592
Primary office
ITHACA, NY
450 NORTH AURORA STREET, ITHACA, NY, United States
Top client segmentIndividuals represent 80.6% of total clients.
Top client categories% of clientsClients
1
Individuals
80.6%
477
2
HNWI
14.7%
87
3
Pension Plans
3.2%
19
4
Charitable
1.5%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of April 23, 2026
Discretionary100.0%
$285M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$285M
Total Accounts1,328
10Y AUM Change+$220M (+335.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee148:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.