Fitzwilliams Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chesapeake, VA. Its latest Form ADV filing, dated March 23, 2026, reports $124M in regulatory assets under management, 13 employees, 4 offices, and 634 accounts.
Assets Under Management
$124M
Employees
13
Offices
4 offices
Total Clients
634
Primary office
CHESAPEAKE, VA
860 GREENBRIER CIRCLE, SUITE 101, CHESAPEAKE, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
552
2
HNWI
12.9%
82
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 23, 2026
Discretionary100.0%
$124M
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$124M
Total Accounts634
10Y AUM Change+$10M (+8.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee49:1
10Y Employee Change+6 (+85.7%)
* 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.