Colonial River Wealth Management LLC, based out of Midlothian, VA, is a prominent local investment advisory firm with a solid reputation. With over 1,190 individual clients and a staggering $586,479,000 in assets under management, they have established themselves as a trusted partner in the financial industry.
The firm boasts seven offices strategically located to cater to their clients' diverse needs. Their expertise lies in managing employer 401Ks and individual portfolios, with approximately half of their assets under management coming from these sources. Moreover, an impressive 56% of the assets they handle are under discreti...
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Assets Under Mgmt
$586.48M
Investment Professionals
13
Locations
6
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.