COLONIAL RIVER WEALTH MANAGEMENT LLC
Midlothian, VA
AUM
$464.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(804) 335-1200
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Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
JAMES RIVER ASSET MANAGEMENT, LLC
Midlothian, VA
AUM
$273.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-323-0517
BOWEN FINANCIAL SERVICES, LLC
Midlothian, VA
AUM
$191.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-897-2850
HUSSMEN FINANCIAL
Midlothian, VA
AUM
$43.8M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
804-409-5819
ARDENT WEALTH ADVISORY, LLC
Midlothian, VA
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
804-405-3819
JUST A CONVERSATION, LLC
Midlothian, VA
AUM
—
Fee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
804-790-9486
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