Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$371K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
FITZWILLIAMS WEALTH MANAGEMENT INC.
Economics
Client mix
| Individuals Other | 552 |
| Individuals High Net Worth | 82 |
Operations
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
—
Primary office
CHESAPEAKE VA
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Filings
Latest ADV filing
03/23/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
Fitzwilliams, Timothy, John
Control Persons
Fitzwilliams, Timothy, John
SHAVER, LEILA, MEHRIZI
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
FITZWILLIAMSFINANCIAL.COM
Rdap Domain Creation Date
2015-03-24T03:16:55Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar First Filing Date
2025-06-25
Edgar Last Filing Date
2025-06-25
Edgar Form D Offerings
2025-06-252025-06-25 · 0002074305-25-000001
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.236
Soi Zip Pct 200k Plus
0.0542
Soi Zip Returns 200k Plus
1,600
Soi Zip Total AGI
2,283,025
Fdic Zip Total Deposits
37,961,761,000
Fdic Zip Top Banks
Towne Bank
Wells Fargo Bank, National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing860 GREENBRIAR CIR. STE 101CHESAPEAKE, VA 23320
Business860 GREENBRIAR CIR. STE 101CHESAPEAKE, VA 23320
Edgar Recent Filings
D2025-06-25 · 0002074305-25-000001
Fdic Zip Branches Raw
Signet Bank-VirginiaChesapeake, VA
Signet Bank-VirginiaChesapeake, VA
Fdic Zip Top Bank Share Pct
24.81
Rdap Domain Expiration Date
2027-03-24T03:16:55Z
Rdap Domain Last Changed
2023-02-27T16:49:48Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Total Business Income
41,736
Soi Zip Total Cap Gains
65,057
Soi Zip Total Dividends
27,734
Soi Zip Total Returns
29,540
Trust Company Affiliate
No
