# FITZWILLIAMS WEALTH MANAGEMENT INC.

FITZWILLIAMS WEALTH MANAGEMENT INC. of CHESAPEAKE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 312192
- Type: SEC-registered investment adviser
- SEC file number: 801-134941
- Location: 860 GREENBRIER CIRCLE, SUITE 101, CHESAPEAKE, VA, 23320
- Phone: 757-961-0700
- Latest filing: 2026-03-23
- Regulatory AUM: $123.5M
- Discretionary AUM: $123.5M
- Clients: 13
- Accounts: 634

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Leila Mehrizi Shaver | CHIEF COMPLIANCE OFFICER | — |
| Timothy John Fitzwilliams | CHIEF EXECUTIVE OFFICER | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CORAL GABLES | FL | 2 | 7575478257 |
| CORAL GABLES | FL | 2 | 7575478257 |
| — | — | 1 | 757-647-0000 |
| WILLIAMSBURG | VA | 1 | 757-961-0700 |
| NEWPORT NEWS | VA | 1 | 757-961-0700 |
| WILLIAMSBURG | VA | 1 | 757-961-0700 |
| — | — | 1 | 757-647-0000 |
| NEWPORT NEWS | VA | 1 | 757-961-0700 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312192/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312192/similar
- Related entities: https://search.stillhousedata.com/firm/312192/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312192

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.