Fitzwilliams Wealth Management Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 312192
- SEC number
- 801-134941
- Firm type
- RIA
- Assets under management
- $123.5M as of Mar 23, 2026
- Website
- www.fitzwilliamsfinancial.com ↗
- Phone
- 757-961-0700
- Address
- 860 Greenbrier Circle, Chesapeake, VA, 23320
Advisors at this firm
6 in our index · page 1 of 1
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Timothy John FitzwilliamsCRD 7322204 · Chesapeake, VAIA Registered
-
Jason Palomares LavariasCRD 4666332 · Chesapeake, VAIA RegisteredRegistration inactive
-
Brian Joseph LindbergCRD 7060911 · Chesapeake, VAIA Registered
-
Michael Christopher NovoselCRD 8219376 · Chesapeake, VAIA Registered
-
Michael Howard SpencerCRD 1259884 · Virginia Beach, VAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Ronald Joseph SearlesCRD 7733669 · Chesapeake, VAIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 312192 ↗
FINRA BrokerCheck record for firm CRD 312192 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.