FONVILLE WEALTH MANAGEMENT LLC

FONVILLE WEALTH MANAGEMENT LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 155221). Regulatory assets under management: $909.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Katherine Shelton FonvillePARTNER & FINANCIAL ADVISOR
Mark Rudd FonvillePARTNER, PRESIDENT, TREASURER, & CEO
Matthew Patrick BrennanPARTNER, VICE PRESIDENT, & CCO
Adam Kenneth SmithPARTNER & SECRETARY
FONVILLE KATHERINE SHELTONVICE PRESIDENT
FONVILLE MARK RUDDPRESIDENT/CEO & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER

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