Colville Wealth Advisory, LLC

Colville Wealth Advisory, LLC (CRD# 290147) is a financial advisory firm headquartered in Charlotte, NC. They manage $21,378,978 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1901 Roxborough Road, Suite 101, Charlotte, NC 28211
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $375,070
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Colville Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Simpson, Jr., financial advisor Charlotte NC
Alan R. Simpson, Jr.
CRD#: 4467281
1901 Roxborough Road, Suite 101, Charlotte, NC 28211

Alan Simpson, Jr. (CRD# 4467281) is an Investment Advisor Representative working at Colville Wealth Advisory, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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