COLONIAL RIVER WEALTH MANAGEMENT LLC

340 Browns Hill Court
Midlothian, Virginia 23114
Tel: (804) 335-1200

About COLONIAL RIVER WEALTH MANAGEMENT LLC

COLONIAL RIVER WEALTH MANAGEMENT LLC, formally registered with the SEC as COLONIAL RIVER WEALTH MANAGEMENT LLC. The firm was established in 05/14/2018. They have over 7 offices throughout the country.

COLONIAL RIVER WEALTH MANAGEMENT LLC is a Midlothian, Virginia based Financial Planning firm with nearly $274,599,256 assets under management, offering retirement planning & investment advisory services to 1415 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284839
SEC#	801-113243
Assets Managed by Firm	$274,599,256
No. of Clients	1415
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1415	$274,599,256
Individuals (other than high net worth individuals)	905	$85,362,972
High net worth individuals	138	$189,236,284

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