Colonial River Wealth Management LLC
Colonial River Wealth Management LLC is an SEC-registered mass-market adviser in Midlothian, VA with $464.4M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Colonial River Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284839, SEC 801-113243, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $464.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Midlothian, VA
- Employees
- 21
- Clients
- 1,798
- CRD
- 284839
- Ownership
- GAROFALO, DEVIN, J; WINN, CHRISTOPHER, EDWARD; PRESLEY, JEFFREY, KEITH
How much AUM does Colonial River Wealth Management LLC have?
Colonial River Wealth Management LLC reported $464.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Colonial River Wealth Management LLC?
Disclosed owners and executives of Colonial River Wealth Management LLC include GAROFALO, DEVIN, J, WINN, CHRISTOPHER, EDWARD, PRESLEY, JEFFREY, KEITH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.