FINGERLAKES WEALTH MANAGEMENT, INC.
CRD #149709 SEC #801-69987 ITHACA, NY 607-257-1008
SEC Registered
Total AUM
$231.6M
Discretionary
$231.6M
Employees
3
Clients
0
Accounts
1,289
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $231.6M | $231.6M | $0 | 3 | 0 |
| Feb 2024 | $184.5M | $184.5M | $0 | 3 | 0 |
| Sep 2023 | $147.9M | $147.9M | $0 | 3 | 0 |
| Mar 2023 | $147.9M | $147.9M | $0 | 3 | 0 |
| Feb 2022 | $172.5M | $172.5M | $0 | 3 | 1 |
| Feb 2022 | $172.5M | $172.5M | $0 | 3 | 1 |
| Jul 2021 | $133.4M | $133.4M | $0 | 3 | 0 |
| Mar 2021 | $133.4M | $133.4M | $0 | 3 | 0 |
| Jun 2020 | $112.3M | $112.3M | $0 | 4 | 1 |
| Jan 2020 | $112.3M | $112.3M | $0 | 4 | 1 |
| Mar 2019 | $89M | $89M | $0 | 2 | 1 |
| Mar 2018 | $84.2M | $84.2M | $0 | 2 | 2 |
| Mar 2018 | $84.2M | $84.2M | $0 | 2 | 2 |
| Feb 2017 | $65.6M | $65.6M | $0 | 2 | 200 |
| Feb 2016 | $54.2M | $54.2M | $0 | 2 | 150 |
| Oct 2015 | $49.9M | $49.9M | $0 | 2 | 145 |
| Oct 2015 | $49.9M | $49.9M | $0 | 2 | 145 |
| Feb 2015 | $49.9M | $49.9M | $0 | 2 | 145 |
| Apr 2014 | $43.4M | $43.4M | $0 | 2 | 125 |
| Feb 2014 | $43.4M | $43.4M | $0 | 2 | 125 |
| Sep 2013 | $32.6M | $32.6M | $0 | 4 | 100 |
| Mar 2013 | $32.6M | $32.6M | $0 | 3 | 100 |
| Feb 2013 | $32.6M | $32.6M | $0 | 2 | 100 |
| Jan 2013 | $32.6M | $32.6M | $0 | 2 | 100 |
| Aug 2012 | $31M | $31M | $0 | 1 | 400 |
| May 2012 | $31M | $31M | $0 | 1 | 400 |
| Feb 2012 | $34.5M | $31M | $3.5M | 1 | 200 |
| May 2011 | $33.6M | $30.4M | $3.2M | 5 | -- |
| May 2011 | $33.6M | $30.4M | $3.2M | 5 | -- |
| Apr 2011 | $33.6M | $30.4M | $3.2M | 5 | -- |
| Feb 2011 | $28M | $25M | $3M | 5 | -- |
| Jan 2010 | $28M | $25M | $3M | 5 | -- |
| Sep 2009 | $25.3M | $21.1M | $4.2M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Feb 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$231.6M
Discretionary$231.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees3
Clients1
DateFeb 2022
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees3
Clients1
DateJul 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees4
Clients1
DateJan 2020
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2019
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees2
Clients1
DateMar 2018
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees2
Clients2
DateMar 2018
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees2
Clients2
DateFeb 2017
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees2
Clients200
DateFeb 2016
Total AUM$54.2M
Discretionary$54.2M
Non-Disc.$0
Employees2
Clients150
DateOct 2015
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees2
Clients145
DateOct 2015
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees2
Clients145
DateFeb 2015
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees2
Clients145
DateApr 2014
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees2
Clients125
DateFeb 2014
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees2
Clients125
DateSep 2013
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees4
Clients100
DateMar 2013
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees3
Clients100
DateFeb 2013
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees2
Clients100
DateJan 2013
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees2
Clients100
DateAug 2012
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees1
Clients400
DateMay 2012
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees1
Clients400
DateFeb 2012
Total AUM$34.5M
Discretionary$31M
Non-Disc.$3.5M
Employees1
Clients200
DateMay 2011
Total AUM$33.6M
Discretionary$30.4M
Non-Disc.$3.2M
Employees5
Clients--
DateMay 2011
Total AUM$33.6M
Discretionary$30.4M
Non-Disc.$3.2M
Employees5
Clients--
DateApr 2011
Total AUM$33.6M
Discretionary$30.4M
Non-Disc.$3.2M
Employees5
Clients--
DateFeb 2011
Total AUM$28M
Discretionary$25M
Non-Disc.$3M
Employees5
Clients--
DateJan 2010
Total AUM$28M
Discretionary$25M
Non-Disc.$3M
Employees5
Clients--
DateSep 2009
Total AUM$25.3M
Discretionary$21.1M
Non-Disc.$4.2M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--