Fitzwilliams Wealth Management Inc.

Fitzwilliams Wealth Management Inc. (CRD# 312192) is a financial advisory firm headquartered in Chesapeake, VA. They manage $74,614,948 in 329 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320
https://www.fitzwilliamsfinancial.com/
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $226,793
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, TX, VA

Financial Advisors at Fitzwilliams Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jason Lavarias, financial advisor Chesapeake VA
Jason P. Lavarias
CRD#: 4666332
860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320

Jason Lavarias (CRD# 4666332) is an Investment Advisor Representative working at Fitzwilliams Wealth Management Inc. in Chesapeake, VA and has over 20 years of experience in the finance industry.

2
Brian Lindberg, financial advisor Chesapeake VA
Brian J. Lindberg
CRD#: 7060911
860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320

Brian Lindberg (CRD# 7060911) is an Investment Advisor Representative working at Fitzwilliams Wealth Management Inc. in Chesapeake, VA and has over 5 years of experience in the finance industry.

3
Ronald Searles, financial advisor Chesapeake VA
Ronald J. Searles
CRD#: 7733669
860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320

Ronald Searles (CRD# 7733669) is an Investment Advisor Representative working at Fitzwilliams Wealth Management Inc. in Chesapeake, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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