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Fitzwilliams Wealth Management Inc.

● SEC registered since 2026CRD 312192SEC# 801-134941Chesapeake, VA
Export (members)
Reg. AUM
$113.9M
Employees
7
Accounts
428
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 $113.9 million in regulatory assets under management and employs 7 people.
www.fitzwilliamsfinancial.comView on SEC.gov ↗

Fitzwilliams Wealth Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Leila Mehrizi Shaver ControlChief Compliance OfficerUnder 5%2025
Timothy John Fitzwilliams ControlChief Executive OfficerOver 75%2020

Frequently asked questions

How much does Fitzwilliams Wealth Management Inc. manage?

Fitzwilliams Wealth Management Inc. reports $113.9 million in regulatory assets under management on its Form ADV.

How many employees does Fitzwilliams Wealth Management Inc. have?

Fitzwilliams Wealth Management Inc. reports 7 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

Address860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320
Phone757-961-0700
Fax757-961-0701
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.9M
Non-discretionary$0
Total (RAUM)$113.9M