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).

By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    1,415
    ACCOUNTS
  • Average Account Value
    $194,063
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MD, NC, NE, NH, NJ, NY, SC, TX, VA

Financial Advisors at Colonial River Wealth Management LLC
Showing 1 - 10 of 10 top financial advisors.
1
Merrick G. Burleson
CRD#: 845182
340 Browns Hill Court, Midlothian, VA 23114

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.

2
Alan T. Dawkins
CRD#: 3000130
340 Browns Hill Court, Midlothian, VA 23114

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.

3
Jackie E. Dove
CRD#: 2239108
340 Browns Hill Court, Midlothian, VA 23114

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.

4
Devin J. Garofalo
CRD#: 4853435
340 Browns Hill Court, Midlothian, VA 23114

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.

5
Alex E. Hendrickson
CRD#: 4485648
340 Browns Hill Court, Midlothian, VA 23114

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.

6
Steven G. Prestyly
CRD#: 1674837
340 Browns Hill Court, Midlothian, VA 23114

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.

7
John D. Robertson
CRD#: 1200536
340 Browns Hill Court, Midlothian, VA 23114

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.

8
Louis B. Warren Jr.
CRD#: 2921969
340 Browns Hill Court, Midlothian, VA 23114

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.

9
Brian M. Wotring
CRD#: 7048562
340 Browns Hill Court, Midlothian, VA 23114

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.

10
Catherine A. Belanger
CRD#: 4158039
340 Browns Hill Court, Midlothian, VA 23114

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.

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