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FITZWILLIAMS WEALTH MANAGEMENT INC.

CHESAPEAKE, VA · CRD 312192 · IAPD ↗ · fitzwilliamsfinancial.com · 757-961-0700

$123.5MRegulatory AUM
6Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — FITZWILLIAMS WEALTH MANAGEMENT INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — FITZWILLIAMS WEALTH MANAGEMENT INC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
February 2026 — FITZWILLIAMS WEALTH MANAGEMENT INC. (CHESAPEAKE, VA) is newly SEC-registered with $113.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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