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Fitzwilliams Wealth Management Inc.

Fitzwilliams Wealth Management Inc.. CRD 312192

F

CRD: 312192

Fitzwilliams Wealth Management Inc.

Chesapeake, VA, 23320
7579610700
www.fitzwilliamsfinancial.com
$123.5M Total AUM
$123.5M Disc. AUM
-- 3Y CAGR
13 Employees
634 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
OakFrontier +more
Established Date
06-01-2021
Office Locations
3

Office Locations

2100 Ponce DE Leon PH-5 Coral Gables FL
860 Greenbrier Circle Suite 101 Chesapeake VA
-- Virginia Beach VA

About Fitzwilliams Wealth Management Inc.

Fitzwilliams Financial (Fitzwilliams Wealth Management Inc.) is a fiduciary wealth management and holistic planning firm focused on retired and soon-to-be retired clients in Virginia and Florida. Services include retirement and tax planning, insurance, estate and Medicare planning, plus business consulting and federal benefits guidance. Portfolios primarily use ETFs and publicly offered funds, custodied at Schwab. Differentiator: its concierge-style Green Light Retirement Process for customized, goals-based strategies.

Team overview

-- AVG AGE
$20.6M AVG AUM / ADVISOR
$194.9K AVG AUM / CLIENT
2.2 yrs AVG TENURE
13 Employees
6 Advisory Reps
6 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Delta North Quantum Focus Delta

Client Personas

Prime Oak beacon Foundation value

Custodian

Matrix insight Glacier frontier Alpha ember Crest North Ember Insight value

Investment Themes

Oak Quantum value Matrix Oak pathway

Investment Vehicles

Bridge

Platform

Legacy eagle

Services

Quantum Eagle horizon Unison Focus Matrix Capital Atlas Zenith Legacy catalyst

Technology

Timber Harbor Crest momentum

Owner & Executives

T

Timothy John Fitzwilliams

Chief Executive Officer

CRD
#7322204
Ownership
75% or more
(485) 459-6737
vertex.value@capitalcapital.com
in linkedin.com/in/legacy-optima
LEILA MEHRIZI SHAVER

LEILA MEHRIZI SHAVER

Founder

CRD
--
Ownership
Less than 5%
(824) 489-8926
optima.harbor@bridgecapital.com
in linkedin.com/in/momentum-zenith

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Contacts

F

Fernando A Gimenez

Chief Compliance Officer, Managing Member, PRINCIPAL

CRD
#7060812
(295) 588-6350
atlas.wave@matrixcapital.com
in linkedin.com/in/catalyst-atlas
J

JASON PALOMARES LAVARIAS

Financial Advisor, General Partner

CRD
#4666332
(416) 959-6713
prime.atlas@meridiancapital.com
in linkedin.com/in/delta-prime
E

Ember vector

Crest momentum focus

CRD
#92676
(763) 422-8837
pioneer.timber@bridgecapital.com
in linkedin.com/in/zenith-catalyst

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-23-2026
Category Assets AVG. Account size
Discretionary $123,549,687 $194,873
Non-Discretionary $0 --
Total $123,549,687 $194,873

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Separately Managed Accounts

Total SMA Asset: $123,549,687

$123.5M Total SMA
Public Funds:
26.1%
Equity - Exchange:
21.6%
Cash:
52.3%
Asset class Assets Assets %
Public Funds $388,015,519 26.1%
Equity - Exchange $321,116,291 21.6%
Cash $777,517,687 52.3%
Total $1,486,649,497 100.0%

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