Fonville Wealth Management LLC

Fonville Wealth Management LLC (CRD# 155221) is a financial advisory firm headquartered in , . They manage $12,835,566 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Fonville Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
Katherine S. Fonville
CRD#: 4802005
Richmond, VA

Katherine Fonville (CRD# 4802005) is an Investment Advisor Representative working at Fonville Wealth Management LLC in Richmond, VA and has over 11 years of experience in the finance industry.

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