Wealth Manager
    Manages Private Funds

    Fenwick Investments, LLC

    Registered investment advisor · White River Junction, Vermont · CRD #167342

    Assets Under Management
    $15M
    Client Accounts
    39
    Employees
    1
    CRD Number
    167342
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Fenwick Investments, LLC

    Fenwick Investments, LLC is a registered investment advisory firm headquartered in White River Junction, Vermont, managing approximately $15M in regulatory assets across 39 client accounts. The firm's full regulatory record is filed with the SEC under CRD #167342.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Fenwick Investments, LLC's AUM?

    Fenwick Investments, LLC reports approximately $15M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fenwick Investments, LLC headquartered?

    Fenwick Investments, LLC is headquartered in White River Junction, Vermont.

    What is Fenwick Investments, LLC's CRD number?

    Fenwick Investments, LLC's CRD number is 167342. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Fenwick Investments, LLC manage?

    Fenwick Investments, LLC manages approximately 39 client accounts according to its latest SEC filing.

    Is Fenwick Investments, LLC SEC registered?

    Fenwick Investments, LLC is registered as a STATE investment adviser.

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