FITZWILLIAMS WEALTH MANAGEMENT INC.
CRD #312192 SEC #801-134941 CHESAPEAKE, VA 757-961-0700
SEC Registered
Total AUM
$113.9M
Discretionary
$113.9M
Employees
7
Clients
251
Accounts
428
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Fitzwilliams, Timothy, John | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (6)
FL LA NC PA TX VA
Address
860 GREENBRIER CIRCLESUITE 101
CHESAPEAKE, VA 23320
United States
Phone: 757-961-0700