Colonial River Wealth Management LLC
Financial planning in Midlothian, VA
SEC registeredNo commissions reported
Public-record details
- Address
- 340 Browns Hill Court, Midlothian, VA 23114
- Phone
- (804) 335-1200
- Listed under
- Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
- Legal name
- Colonial River Investments, LLC
- CRD number
- 284839
- Registration
- SEC registered since 2018-05-14
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Hourly charges; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $464.4 million
- Accounts managed
- 1,799
- Clients reported (Form ADV 5.D)
- 1,798
- Individual / high-net-worth clients
- 1,624 / 174
- Employees
- 21
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-31
Read the official record
- SEC IAPD summary for CRD 284839 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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