Fitzwilliams Wealth Management Inc.

Fitzwilliams Wealth Management Inc. is an SEC-registered investment adviser in Chesapeake, VA, registered since 2026. The firm manages approximately $124...

Fitzwilliams Wealth Management Inc.

Fitzwilliams Wealth Management Inc. is an SEC-registered investment adviser in Chesapeake, VA, registered since 2026. The firm manages approximately $124 million in assets. It has 13 employees and 6 investment advisers.

General information

Firm type

Multi Family Office

Who runs investment decisions at Fitzwilliams Wealth Management?

The identity of the investment decision-maker at Fitzwilliams Wealth Management is not publicly disclosed. No principals, CIO, or CEO are named in public records or filings.

How does Fitzwilliams Wealth Management source proprietary deal flow?

There is no public information on how the firm sources proprietary deal flow. The firm likely relies on standard RIA brokerage and advisory relationships, but no details on direct deals or co-investments are available.

Is Fitzwilliams Wealth Management structured as a single family office or does it operate more like an advisory firm?

Based on its corporate name and registration as an RIA, Fitzwilliams Wealth Management appears structured as a multi-family office advisory firm. It likely serves multiple unrelated families, but no client count or family affiliation is disclosed.

Does Fitzwilliams Wealth Management participate in fund commitments or only direct deals?

No public information indicates whether the firm makes fund commitments or direct deals. As an RIA, it likely allocates client capital to a mix of pooled funds and direct holdings, but specifics are unverifiable.

What investment stages does Fitzwilliams Wealth Management typically target?

The firm's target investment stages are not disclosed. Without public portfolio data, no conclusions can be drawn about preferred stages or asset classes.

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