Fitzwilliams Wealth Management Inc.
● SEC registered since 2026CRD 312192SEC# 801-134941Chesapeake, VA
Reg. AUM
$123.5M
Employees
13
Accounts
634
Location
Chesapeake, VA
Fitzwilliams Wealth Management Inc. assets under management
Fitzwilliams Wealth Management Inc. is an SEC-registered investment adviser based in Chesapeake, VA. The firm has been registered since 2026. It reports $123.5 million in regulatory assets under management and employs 13 people.
Fitzwilliams Wealth Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leila Mehrizi Shaver | Chief Compliance Officer | Under 5% | 2025 |
| Timothy John Fitzwilliams Control | Chief Executive Officer | Over 75% | 2020 |
Frequently asked questions
How much does Fitzwilliams Wealth Management Inc. manage?
Fitzwilliams Wealth Management Inc. reports $123.5 million in regulatory assets under management on its Form ADV.
How many employees does Fitzwilliams Wealth Management Inc. have?
Fitzwilliams Wealth Management Inc. reports 13 employees.
Where is Fitzwilliams Wealth Management Inc. located?
Fitzwilliams Wealth Management Inc. is based in Chesapeake, VA and has been SEC-registered since 2026.
Does Fitzwilliams Wealth Management Inc. disclose fund performance?
Fitzwilliams 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 | 860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320 |
| Phone | 757-961-0700 |
| Fax | 757-961-0701 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.5M▲ 9%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$123.5Mregulatory AUM
Discretionary $123.5M