Colonial River Wealth Management LLC
Firm details
- Headquarters
- Midlothian, Virginia
- CRD number
- 284839
- Registered since
- May 14, 2018
- Website
- www.colonialriver.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.8%
- Individuals32.12%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Colonial River Wealth Management LLC is an independent registered investment adviser that acts as a capital allocator for individual and family clients as well as small businesses and institutions. The firm provides financial planning, discretionary portfolio management, and the selection of outside managers, and it uses a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). SEC registration began in 2018 and ownership is held by an individual principal. The firm does not identify as an ESG-focused investor and it lists an insurance company affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents5%
- Other3%
- US Government Bonds1%
Owners & executives
1 of 1
Devin Garofalo
Chief Executive OfficerCRD 4853435
Contacts
3 of 7
Brian Wotring
Wealth AdvisorCRD 7048562
Steven Prestyly
Registered PrincipalCRD 1674837
Alan Dawkins
Wealth AdvisorCRD 3000130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$175M in ETFs
58%
$101M
35%
$74.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Growth | $16.1M | 99,908 | 9.20% |
Location
Midlothian, VA
Chesterfield
Location
Midlothian, VA
Headquartered in Midlothian, VA, in the South of the United States.
- Region
- South
- County
- Chesterfield
- Address
- 340 Browns Hill Ct
- Time zone
- ET (UTC-5)
- Office locations
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