CRD: 149709
Fingerlakes Wealth Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-31-2009
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 14, 2025 and April 23, 2026, reported AUM increased 23.2%, from $231.6M to $285.4M.
Across 5 reported observations, AUM increased 65.5% between February 22, 2022 and April 23, 2026, from $172.5M to $285.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 592 clients, or 148 clients per representative. That equates to $482.1K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on April 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Fingerlakes Wealth Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Fingerlakes Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SUSAN DEVITT MCCORMICK
Chief Executive Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #3074871
- Ownership
- 75% or more
MARSHALL MCCORMICK
Certified Financial Planner, Chief Compliance Officer, Managing Partner
- CRD
- #6218131
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
KSENIA DMITRIEVNA TRIKOZ
Owner
- CRD
- #5545294
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,398,000 | $214,908 |
| Non-Discretionary | $0 | -- |
| Total | $285,398,000 | $214,908 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Fingerlakes Wealth Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Fingerlakes Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing