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Colonial River Wealth Management Employee Directory

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.

Find Colonial River Wealth Management employees' phone numbers or email addresses

Colonial River Wealth Management Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Colonial River Wealth Management's Leadership

  • Stylized image of a person
    B. C.
    Wealth Manager
    Mobile Phone

Colonial River Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Colonial River Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. C.
    Wealth Manager
    Mobile Phone
    Jun 26, 2026

Frequently Asked Questions

What is Colonial River Wealth Management known for?

Minus sign iconPlus sign iconColonial River Wealth Management was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-757-599-****
. Explore Colonial River Wealth Management's company overview page for more information.

What is Colonial River Wealth Management's most common email format?

Minus sign iconPlus sign iconColonial River Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Colonial River Wealth Management email formats with LeadIQ.

How many employees does Colonial River Wealth Management have currently?

Minus sign iconPlus sign iconColonial River Wealth Management has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Colonial River Wealth Management's key employees and leadership?

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As of July 2026, Colonial River Wealth Management's key employees include:

  • Wealth Manager: B. C.

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