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COLONIAL RIVER WEALTH MANAGEMENT LLC
COLONIAL RIVER INVESTMENTS, LLC
CRD 284839 · SEC 801-113243
340 BROWNS HILL COURT, MIDLOTHIAN, VA, 23114, United States
Phone
(804) 335-1200
Fax
757-599-9220
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$464.4M
Discretionary AUM
$464.4M
Team
21 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1624 | $149.1M |
| High net worth individuals | 174 | $314.8M |
States served
CA, GA, LA, MD, NE, NJ, NY, NC, PA, SC, TN, UT, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD