FINGERLAKES WEALTH MANAGEMENT, INC.

CRD 149709File 801-69987

APPROVED

Retail clients

Custody

Filing as of Apr 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$285.4M

Below cohort median (national)

Discretionary AUM

$285.4M

Clients

592

1,328 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Mar 31, 2009
Principal office: 450 NORTH AURORA STREET, ITHACA, NY, 14850
Phone: 607-257-1008
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/FINGERLAKES-WEALTH-MANAGEMENT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $285.4M
Discretionary AUM: $285.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,328
Non-discretionary accounts: 0
Total accounts: 1,328
AUM per client: $482K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$670K
Charitable organizations	9	$1.6M
High net worth individuals	87	$165.3M
Pension and profit sharing plans	19	$7.3M
Individuals (other than high net worth individuals)	477	$110.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.