Fitzwilliams Wealth Management INC.: new SEC registration, $124M AUM, Chesapeake, VA
Fitzwilliams Wealth Management INC. (Chesapeake, Virginia): new SEC registration, $124M AUM, Chesapeake, VA. Its amount of 124 is below the median of 134 (43rd percentile). Dated 294 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 124 · 43th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Fitzwilliams Wealth Management INC. |
| Legal name | Fitzwilliams Wealth Management INC. |
| CRD | 312192 |
| Status | Approved |
| Registered with the SEC | 2026-01-15 |
| Latest Form ADV filing | 2026-09-15 |
| Location | Chesapeake, VA, United States |
| Regulatory AUM | $123,549,687 |
| Accounts | 634 |
| Employees | 13 |
| Website | https://www.fitzwilliamsfinancial.com/ |
| amount percentile | 43th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Steelhead Wealth Management · Mwa Investments, LLC · Wacona Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Fitzwilliams Wealth Management INC. and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Fitzwilliams Wealth Management INC.'s amount: 43rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $124M under management.
- Website on file.
What is the NewRiaPulse record for Fitzwilliams Wealth Management INC. in Chesapeake, Virginia?
Fitzwilliams Wealth Management INC. received SEC registration as an investment adviser (2026-01-15) with $123,549,687 in regulatory assets under management, based in Chesapeake, VA.
How does Fitzwilliams Wealth Management INC. compare to other Virginia NewRiaPulse records?
Its amount of 124 is below the median (43th percentile); smaller records often move faster and face less competition. It is 294 days old; check the official source for later updates before acting.
Fitzwilliams Wealth Management INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Fitzwilliams Wealth Management INC. | Chesapeake, VA | 124 | 43rd | 2026-01-15 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.