Colonial River Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Midlothian, VA. Its latest Form ADV filing, dated March 31, 2026, reports $464M in regulatory assets under management, 21 employees, 7 offices, and 1,799 accounts.
Assets Under Management
$464M
Employees
21
Offices
7 offices
Total Clients
1,798
Primary office
MIDLOTHIAN, VA
340 BROWNS HILL COURT, MIDLOTHIAN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
1,624
2
HNWI
9.7%
174
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of March 31, 2026
Discretionary100.0%
$464M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$464M
Total Accounts1,799
10Y AUM Change+$430M (+1248.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee86:1
10Y Employee Change+11 (+110.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.