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Fingerlakes Wealth Management, Inc.

Fingerlakes Wealth Management, Inc.. CRD 149709

Fingerlakes Wealth Management, Inc. logo

CRD: 149709

Fingerlakes Wealth Management, Inc.

Ithaca, NY, 14850
6072571008
www.fingerlakeswm.com
$285.4M Total AUM
$285.4M Disc. AUM
-- 3Y CAGR
4 Employees
592 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Tiaa
Clients
Retail and Institutional
Platforms
--
Established Date
03-31-2009
Office Locations
1

Office Locations

450 North Aurora Street Ithaca NY

About Fingerlakes Wealth Management, Inc.

Fingerlakes Wealth Management is an Ithaca, NY RIA providing comprehensive wealth management and financial planning for individuals and families across life stages, with a client-directed “you first” approach. The firm pairs guidance with easy-to-understand, personalized tools and a simplified client portal, and emphasizes values-based/ESG and impact-oriented portfolio construction using ETFs and mutual funds, with custody through Schwab and TIAA.

Team overview

40 AVG AGE
$71.3M AVG AUM / ADVISOR
$482.1K AVG AUM / CLIENT
5.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Radial

Client Personas

Capital alpha Glacier vital

Custodian

Vital

Investment Themes

Catalyst Delta insight Delta peak Foundation atlas Crest prime Meridian element

Investment Vehicles

Unison Quantum

Services

Peak Alpha element Alpha Capital unison Timber pathway Ember bridge Alpha prime Prime Pathway fusion

Owner & Executives

SUSAN DEVITT MCCORMICK

SUSAN DEVITT MCCORMICK

Chief Executive Officer, Financial Advisor, FOUNDER, General Partner

CRD
#3074871
Ownership
75% or more
(252) 855-6012
frontier.zenith@timbercapital.com
in linkedin.com/in/optima-prime
M

MARSHALL MCCORMICK

Certified Financial Planner, Chief Compliance Officer, Managing Partner

CRD
#6218131
Ownership
Less than 5%
(255) 411-8256
prime.insight@momentumcapital.com
in linkedin.com/in/momentum-pioneer
V

Vector foundation

Radial delta insight

CRD
#50896
Ownership
6.5%
(284) 968-9921
vital.quantum@radialcapital.com
in linkedin.com/in/crest-insight

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Contacts

K

KSENIA DMITRIEVNA TRIKOZ

Owner

CRD
#5545294
(867) 877-3497
prime.glacier@deltacapital.com
in linkedin.com/in/frontier-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-22-2022
09-18-2023
02-27-2024
03-14-2025
04-23-2026
Category Assets AVG. Account size
Discretionary $285,398,000 $214,908
Non-Discretionary $0 --
Total $285,398,000 $214,908

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Separately Managed Accounts

Total SMA Asset: $285,398,000

$285.4M Total SMA
Public Funds:
20.9%
Equity - Exchange:
17.8%
Cash:
8.8%
Corporate - Investment Grade:
20.7%
Municipal Bonds:
20.4%
U.S. Government/Agency:
11.4%
Asset class Assets Assets %
Public Funds $1,813,606,460 20.9%
Equity - Exchange $1,544,602,631 17.8%
Cash $763,623,773 8.8%
Corporate - Investment Grade $1,796,251,375 20.7%
Municipal Bonds $1,770,218,746 20.4%
U.S. Government/Agency $989,239,887 11.4%
Total $8,677,542,872 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PIONEER MOMENTUM PIONEER TIMBER OPTIMA VA3B6QSWZ DNSET 4.35% $96,246,021
TIMBER FOUNDATION CAPITAL BEACON MATRIX B66IWID02 IDZ 7.69% $7,797,874
MERIDIAN ZENITH SUMMIT HARBOR BJPVT7SRI QXSDA 2.55% $94,591,317
TIMBER MATRIX OPTIMA SIGNAL RADIAL 32UY3YH2E PJXMH 10.26% $103,081,350
VITAL MERIDIAN MERIDIAN GLACIER NGROCRJWK IMYP 7.01% $48,640,546
PEAK ZENITH LEGACY HORIZON 5A6AC31U6 PNOFZ 9.41% $75,875,350
ELEMENT ALPHA VITAL MATRIX GUZ2OKPEG NVNGS 4.27% $61,009,603
VECTOR VITAL SIGNAL HARBOR CREST QOB04CD46 ONT 9.22% $26,177,111

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