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Timothy John Fitzwilliams

Fitzwilliams Wealth Management Inc.

Chesapeake, VA

CRD 7322204

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Employer firm

Fitzwilliams Wealth Management Inc. CRD 312192

$124M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fitzwilliams Wealth Management Inc.

860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-12
VA RA APPROVED 2025-08-29
NC RA APPROVED 2025-08-05
PA RA APPROVED 2025-08-05
TX RA APPROVED 2025-08-05
  • FL RA
    APPROVED
    Since 2025-09-12
  • VA RA
    APPROVED
    Since 2025-08-29
  • NC RA
    APPROVED
    Since 2025-08-05
  • PA RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2025-08-05

Branch Locations

860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fitzwilliams Financial Chesapeake VA 02/2008 Present
Fitzwilliams Wealth Management Inc. Chesapeake VA 02/2008 Present
Other Businesses

Fitzwilliams Realestate: 860 Greenbrier Circle Ste#101. Owner and C.E.O. Full Time. Duties are managing the company. From 2019 - Present. Fitzwilliams Tax Management: 860 Greenbrier Circle Ste#101. Owner and C.E.O at 70%. Full Time. Duties are managing the company. From 2021 - Present. Fitzwilliams Investment Fund: 860 Greenbrier Circle Ste#101. Owner and C.E.O. Full Time. Duties are managing the company. 2025 - Present Fitzwilliams Fund Solutions: 860 Greenbrier Circle Ste#101. Owner and C.E.O. Full Time. Duties are managing the company. 2025 - Present Virginia Landscaping: 860 Greenbrier Circle#101. Owner but not operator. 2023 - Present

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18

View on SEC IAPD

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