Colonial River Wealth Management LLC

Overview

Colonial River Wealth Management LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm focuses on serving individuals and families, offering financial planning and portfolio management for both retail clients and small-business or institutional accounts. Its service mix includes fee arrangements based on a percentage of assets under management, hourly billing, and fixed-fee engagements. Colonial River also performs selection of other advisers and acts as a capital allocator for client portfolios. The firm is not an active ESG investor and does not identify as a pension consultant or multi-state adviser in the provided filing. It lists an insurance company among its industry affiliations, which can suggest coordination with insurance products or distribution partners as part of client planning.

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Public Holdings

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Location & Offices