COLONIAL RIVER INVESTMENTS, LLC
Legal name: COLONIAL RIVER WEALTH MANAGEMENT LLC
CRD #284839 SEC #801-113243 MIDLOTHIAN, VA (804) 335-1200
SEC Registered
Total AUM
$339.8M
Discretionary
$339.8M
Employees
16
Clients
251
Accounts
1,524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $339.8M | $339.8M | $0 | 16 | 0 |
| Apr 2025 | $339.8M | $339.8M | $0 | 16 | 0 |
| Mar 2025 | $339.8M | $339.8M | $0 | 16 | 0 |
| Mar 2024 | $274.6M | $274.6M | $0 | 16 | 0 |
| Sep 2023 | $586.5M | $330M | $256.5M | 21 | 0 |
| Mar 2023 | $586.5M | $330M | $256.5M | 21 | 0 |
| Jan 2023 | $484M | $346M | $138M | 23 | 0 |
| Oct 2022 | $484M | $346M | $138M | 23 | 0 |
| Sep 2022 | $484M | $346M | $138M | 23 | 0 |
| Apr 2022 | $484M | $346M | $138M | 23 | 0 |
| Mar 2022 | $484M | $346M | $138M | 23 | 0 |
| Oct 2021 | $293.6M | $279.1M | $14.6M | 20 | 0 |
| Mar 2021 | $293.6M | $279.1M | $14.6M | 20 | 0 |
| Nov 2020 | $174.1M | $158.7M | $15.5M | 21 | 0 |
| Nov 2020 | $174.1M | $158.7M | $15.5M | 21 | 0 |
| Jul 2020 | $174.1M | $158.7M | $15.5M | 21 | 0 |
| Jun 2020 | $174.1M | $158.7M | $15.5M | 21 | 0 |
| Jun 2020 | $174.1M | $158.7M | $15.5M | 21 | 0 |
| Mar 2020 | $174.1M | $158.7M | $15.5M | 21 | 0 |
| May 2019 | $136.3M | $136.3M | $0 | 27 | 0 |
| Mar 2019 | $136.3M | $136.3M | $0 | 34 | 0 |
| Dec 2018 | $121M | $121M | $0 | 21 | 0 |
| Nov 2018 | $121M | $121M | $0 | 21 | 0 |
| Jun 2018 | $121M | $121M | $0 | 21 | 0 |
| May 2018 | $121M | $121M | $0 | 21 | 0 |
| May 2018 | $121M | $121M | $0 | 20 | 0 |
| Apr 2018 | $121M | $121M | $0 | 20 | 0 |
| Mar 2017 | $34.4M | $34.4M | $0 | 10 | 100 |
| Mar 2017 | $34.4M | $34.4M | $0 | 10 | 100 |
| Jan 2017 | $34.4M | $34.4M | $0 | 10 | 100 |
| Jan 2017 | $34.4M | $34.4M | $0 | 10 | 100 |
| Jan 2017 | $34.4M | $34.4M | $0 | 10 | 100 |
| Dec 2016 | $0 | $0 | $0 | 10 | 0 |
| Dec 2016 | $0 | $0 | $0 | 10 | 0 |
| Nov 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients0
DateApr 2025
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$274.6M
Discretionary$274.6M
Non-Disc.$0
Employees16
Clients0
DateSep 2023
Total AUM$586.5M
Discretionary$330M
Non-Disc.$256.5M
Employees21
Clients0
DateMar 2023
Total AUM$586.5M
Discretionary$330M
Non-Disc.$256.5M
Employees21
Clients0
DateJan 2023
Total AUM$484M
Discretionary$346M
Non-Disc.$138M
Employees23
Clients0
DateOct 2022
Total AUM$484M
Discretionary$346M
Non-Disc.$138M
Employees23
Clients0
DateSep 2022
Total AUM$484M
Discretionary$346M
Non-Disc.$138M
Employees23
Clients0
DateApr 2022
Total AUM$484M
Discretionary$346M
Non-Disc.$138M
Employees23
Clients0
DateMar 2022
Total AUM$484M
Discretionary$346M
Non-Disc.$138M
Employees23
Clients0
DateOct 2021
Total AUM$293.6M
Discretionary$279.1M
Non-Disc.$14.6M
Employees20
Clients0
DateMar 2021
Total AUM$293.6M
Discretionary$279.1M
Non-Disc.$14.6M
Employees20
Clients0
DateNov 2020
Total AUM$174.1M
Discretionary$158.7M
Non-Disc.$15.5M
Employees21
Clients0
DateNov 2020
Total AUM$174.1M
Discretionary$158.7M
Non-Disc.$15.5M
Employees21
Clients0
DateJul 2020
Total AUM$174.1M
Discretionary$158.7M
Non-Disc.$15.5M
Employees21
Clients0
DateJun 2020
Total AUM$174.1M
Discretionary$158.7M
Non-Disc.$15.5M
Employees21
Clients0
DateJun 2020
Total AUM$174.1M
Discretionary$158.7M
Non-Disc.$15.5M
Employees21
Clients0
DateMar 2020
Total AUM$174.1M
Discretionary$158.7M
Non-Disc.$15.5M
Employees21
Clients0
DateMay 2019
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees27
Clients0
DateMar 2019
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees34
Clients0
DateDec 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees21
Clients0
DateNov 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees21
Clients0
DateJun 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees21
Clients0
DateMay 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees21
Clients0
DateMay 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees20
Clients0
DateApr 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees20
Clients0
DateMar 2017
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees10
Clients100
DateMar 2017
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees10
Clients100
DateJan 2017
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees10
Clients100
DateJan 2017
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees10
Clients100
DateJan 2017
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees10
Clients100
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0