William Joseph Donohue
Investment adviser representative at Fit Wealth Management
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$147.4MFirm assets
Are you William Joseph Donohue? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Fit Wealth ManagementAug 2021 to now
- Fit Asset ManagementAug 2021 to now
- Ivy Distributors, IncMar 2004 to May 2021
- Waddell & Reed, Inc.Mar 2004 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (CO, MA).
Fit Wealth Management
Legal name: Fit Asset Management, LLC
$147.4MAssets managed
214Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2404970
- Firm CRD
- 281494