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COLONIAL RIVER WEALTH MANAGEMENT LLC

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

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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 StatusApproved
Firm CRD#284839
SEC#801-113243
Assets Managed by Firm$274,599,256
No. of Clients1415
No. of Advisors16

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 ClientsAUM
Firm Total1415$274,599,256
Individuals (other than high net worth individuals)905$85,362,972
High net worth individuals138$189,236,284

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