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FINGERLAKES WEALTH MANAGEMENT, INC.

ITHACA, NY · CRD 149709 · IAPD ↗ · 607-257-1008

$285.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2025 — FINGERLAKES WEALTH MANAGEMENT, INC. notice-filed in VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — FINGERLAKES WEALTH MANAGEMENT, INC. reported RAUM up 25% ($184.5M -> $231.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — FINGERLAKES WEALTH MANAGEMENT, INC. notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.