Insights

Wealth Partnerships Small firm with registered investment advisor services and growth potential through expanded advisor collaborations, cross-referral networks, and white-label or outsourced CIO arrangements to scale offering beyond 2-10 employees.

Digital Maturity Active tech stack including AWS, analytics, and tracking tools signals openness to modern client experience improvements, data-driven marketing, and enhanced cybersecurity—selling opportunities in fintech integrations and client onboarding automation.

Strategic Investments Recent institutional investments in aviation and banking names indicate risk tolerance and potential for diversified advisory services around complex asset classes, alternative investments, and estate planning for high-net-worth clients.

Retirement Focus Messaging centers on retirement readiness and financial independence, presenting cross-sell opportunities for long-term care, life insurance, trust services, and comprehensive estate planning to deepen client relationships.

Growth Signals Fast-growing firm with referral-driven client base suggests scalable marketing and business development efforts, including advisor training, CRM optimization, and strategic partnerships to expand geographic coverage and client segments.

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Colonial River Wealth Management Tech Stack

Colonial River Wealth Management uses 8 technology products and services including Hotjar, iCIMS, Amazon Web Services, and more. Explore Colonial River Wealth Management's tech stack below.

Hotjar
Analytics
iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Mailgun
Email
Datadog
Real User Monitoring
Bootstrap
UI Frameworks
Google Analytics
Web Analytics
Piwik PRO Core
Web Analytics

Media & News

Colonial River Wealth Management's Email Address Formats

Colonial River Wealth Management uses at least 3 email formats:

Colonial River Wealth Management Email Formats	Example	Percentage
First@lionsbridgefa.com	John@lionsbridgefa.com	91%
First.Last@lionsbridgefa.com	John.Doe@lionsbridgefa.com	9%
First.Last@colonialriver.com	John.Doe@colonialriver.com	100%

Frequently Asked Questions

What is Colonial River Wealth Management's phone number?

You can contact Colonial River Wealth Management's main corporate office by phone at

+1-757-599-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Colonial River Wealth Management's official website and social media links?

Colonial River Wealth Management's official website is colonialriver.com and has social profiles on LinkedIn.

How much revenue does Colonial River Wealth Management generate?

As of August 2026, Colonial River Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Colonial River Wealth Management's NAICS code?

Colonial River Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Colonial River Wealth Management have currently?

As of August 2026, Colonial River Wealth Management has approximately 5 employees across 1 continents, including North America. Key team members include Wealth Manager: B. C. and Financial Advisor: A. E. H. Explore Colonial River Wealth Management's employee directory with LeadIQ.

What industry does Colonial River Wealth Management belong to?

Colonial River Wealth Management operates in the Financial Services industry.

What technology does Colonial River Wealth Management use?

Colonial River Wealth Management's tech stack includes Hotjar, iCIMS, Amazon Web Services, Mailgun, Datadog, Bootstrap, Google Analytics and Piwik PRO Core.

What is Colonial River Wealth Management's email format?

Colonial River Wealth Management's email format typically follows the pattern of First@lionsbridgefa.com. Find more Colonial River Wealth Management email formats with LeadIQ.

When was Colonial River Wealth Management founded?

Colonial River Wealth Management was founded in 2015.

Colonial River Wealth Management

Q: What technology does Colonial River Wealth Management use?

Colonial River Wealth Management's tech stack includes Slick, Open Graph, JSON-LD, Site24x7, FancyBox.

Q: What is Colonial River Wealth Management's NAICS code?

Colonial River Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesVirginia, United States2-10 Employees

Colonial River Wealth Management provides comprehensive financial planning and asset-management services, delivering customized plans that cover portfolio allocation, net worth, and insurance needs, as well as estate planning strategies and trust services. The firm aims to help clients achieve financial stability and independence, with a focus on guiding them through retirement. Based in Midlothian, Virginia, the company operates with a small team. Securities are offered through LPL Financial, while advisory services are provided by Colonial River Investments LLC, a registered advisor; Colonial River Investments and Colonial River Wealth Management operate as separate entities from LPL. The organization emphasizes integrity, ongoing knowledge development, attentive service, and collaboration with other professionals to support clients in meeting their goals.