Colonial River Wealth Management LLC
Colonial River Wealth Management LLC (CRD# 284839) is a financial advisory firm headquartered in Midlothian, VA. They manage $274,599,256 in 1,415 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management275MILLION
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Total Number of Accounts1,415ACCOUNTS
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Average Account Value$194,063
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MD, NC, NE, NH, NJ, NY, SC, TX, VA
Merrick Burleson (CRD# 845182) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 28 years of experience in the finance industry.
Alan Dawkins (CRD# 3000130) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 25 years of experience in the finance industry.
Jackie Dove (CRD# 2239108) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 31 years of experience in the finance industry.
Devin Garofalo (CRD# 4853435) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 18 years of experience in the finance industry.
Alex Hendrickson (CRD# 4485648) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 22 years of experience in the finance industry.
Steven Prestyly (CRD# 1674837) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 29 years of experience in the finance industry.
John Robertson (CRD# 1200536) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 40 years of experience in the finance industry.
Louis Warren Jr. (CRD# 2921969) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 26 years of experience in the finance industry.
Brian Wotring (CRD# 7048562) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 5 years of experience in the finance industry.
Catherine Belanger (CRD# 4158039) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 22 years of experience in the finance industry.