Fingerlakes Wealth Management, Inc.
● SEC registered since 2009CRD 149709SEC# 801-69987Ithaca, NY
Reg. AUM
$285.4M
Employees
4
Accounts
1,328
Location
Ithaca, NY
Fingerlakes Wealth Management, Inc. assets under management
Fingerlakes Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Ithaca, NY. The firm has been registered since 2009. It reports $285.4 million in regulatory assets under management and employs 4 people.
Fingerlakes Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marshall McCormick Control | Managing Partner & Chief Compliance Officer | Under 5% | 2018 |
| Melissa S. Vanderhoof Control | Managing Partner | Under 5% | 2020 |
| Susan Devitt McCormick Control | Chief Executive Officer & Founder | Over 75% | 2009 |
Frequently asked questions
How much does Fingerlakes Wealth Management, Inc. manage?
Fingerlakes Wealth Management, Inc. reports $285.4 million in regulatory assets under management on its Form ADV.
How many employees does Fingerlakes Wealth Management, Inc. have?
Fingerlakes Wealth Management, Inc. reports 4 employees.
Where is Fingerlakes Wealth Management, Inc. located?
Fingerlakes Wealth Management, Inc. is based in Ithaca, NY and has been SEC-registered since 2009.
Does Fingerlakes Wealth Management, Inc. disclose fund performance?
Fingerlakes Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 450 North Aurora Street, Ithaca, NY 14850 |
| Phone | 607-257-1008 |
| Fax | 914-819-0210 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$285.4M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$285.4Mregulatory AUM
Discretionary $285.4M