PPrivate Fund Data Log in Join · $37/mo

Katherine Shelton Fonville

Partner & Financial AdvisorFonville Wealth Management LLCCRD 4802005

About Katherine Shelton Fonville

Katherine Shelton Fonville is listed as Partner & Financial Advisor at Fonville Wealth Management LLC in Richmond, VA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Fonville Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katherine Shelton Fonville work?

Katherine Shelton Fonville is listed as Partner & Financial Advisor at Fonville Wealth Management LLC on SEC Form ADV.

How much of Fonville Wealth Management LLC does Katherine Shelton Fonville own?

Form ADV reports a beneficial ownership band of 5-10%.

Fonville Wealth Management LLC

TitlePartner & Financial Advisor
Ownership5-10%
Control personYes
Since2018