Fitzwilliams Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Fitzwilliams Wealth Management reports 634 clients. They include 552 individual clients and 82 high-net-worth individuals. Of its assets, 100.0% ($124M across 634 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 37% |
| High-net-worth individuals | 13% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 552 | $45.7M | 37.0% | $82.8K |
| High-net-worth individuals | 82 | $77.9M | 63.0% | $949K |
| Total | 634 | $124M | 100% | $195K |
- Clients
- 552
- Regulatory AUM
- $45.7M
- AUM share
- 37.0%
- Avg. per client
- $82.8K
- Clients
- 82
- Regulatory AUM
- $77.9M
- AUM share
- 63.0%
- Avg. per client
- $949K
Total
- Clients
- 634
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- $195K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Fitzwilliams Wealth Management charges 0.80%–2.00% a year for its Investment Management. The fee is billed in arrears and is not negotiable.
Fee details and sources
Timothy Fitzwilliams owns 75% or more of Fitzwilliams Wealth Management. Timothy Fitzwilliams is CEO; the leadership team includes Chief Compliance Officer Leila Shaver. It has 13 employees, 6 of them in advisory roles.
Leadership
Timothy FitzwilliamsChief Executive Officer- Leila ShaverChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 6 in advisory functions
- 6 state-registered reps
- 8 insurance agents
- Owns 75% or more of Fitzwilliams Wealth Management Inc.
Timothy Fitzwilliams
Control person · since December 2020
Besides its headquarters, Fitzwilliams Wealth Management has 4 offices (1 private residence, listed without an address), with 4 listed addresses in Florida and Virginia.
Virginia · 3 listed addresses
- 860 Greenbrier Circle, Suite 101, ChesapeakeHQ
- 11721 Jefferson Ave, Newport News
- 1769 Jamestown Road, Williamsburg
Florida · 1 listed address
- 2100 Ponce De Leon, Coral Gables
Contact and registration details
- Legal name
- Fitzwilliams Wealth Management Inc.
- Headquarters
- 860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320
- Website
- fitzwilliamsfinancial.com
- Phone
- 757-961-0700
- SEC file
- 801-134941
- Structure
- Virginia corporation
- Fiscal year end
- December
Fitzwilliams Wealth Management uses Charles Schwab ($124M) as custodian for its separately managed accounts. Fitzwilliams Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $124M100%
At year end, Fitzwilliams Wealth Management’s separately managed accounts were mostly in funds (89%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds89%
- Cash1%
How many clients does Fitzwilliams Wealth Management have?
Fitzwilliams Wealth Management has 634 clients and manages $124 million for them, as of September 2026. They include 552 individual clients and 82 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Fitzwilliams Wealth Management offer?
Fitzwilliams Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fitzwilliams Wealth Management charge?
Fitzwilliams Wealth Management charges 0.80%–2.00% a year for its Investment Management. The fee is billed in arrears and is not negotiable.
Source: ADV PART 2A, filed 23 March 2026
Which custodians does Fitzwilliams Wealth Management use?
Fitzwilliams Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Fitzwilliams Wealth Management have?
Fitzwilliams Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fitzwilliams Wealth Management invest in?
At the end of its last fiscal year, Fitzwilliams Wealth Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fitzwilliams Wealth Management?
Fitzwilliams Wealth Management’s direct owner is Timothy Fitzwilliams (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Fitzwilliams Wealth Management get paid?
Fitzwilliams Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fitzwilliams Wealth Management?
Fitzwilliams Wealth Management’s main office is at 860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320. Its phone number is 757-961-0700. Its website is fitzwilliamsfinancial.com.