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COLONIAL RIVER WEALTH MANAGEMENT LLC

MIDLOTHIAN, VA · CRD 284839 · IAPD ↗ · colonialriver.com · (804) 335-1200

$464.4MRegulatory AUM
8Advisory reps
21Employees
0Clients
251-500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — COLONIAL RIVER WEALTH MANAGEMENT LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — COLONIAL RIVER WEALTH MANAGEMENT LLC reported RAUM up 37% ($339.8M -> $464.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
February 2026 — COLONIAL RIVER WEALTH MANAGEMENT LLC notice-filed in PA, TN, UT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — COLONIAL RIVER WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
April 2024 — COLONIAL RIVER WEALTH MANAGEMENT LLC reported RAUM down 53% ($586.5M -> $274.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2024 — COLONIAL RIVER WEALTH MANAGEMENT LLC shrank from 13 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.