CRD: 284839
Colonial River Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Matrix ridgeRadial momentum
- Established Date
- 10-28-2016
- Office Locations
- 2
Office Locations
About Colonial River Wealth Management LLC
Colonial River Wealth Management is a Virginia-based wealth advisory firm serving families and individuals, executives and working professionals, business owners, and women navigating widowhood or divorce. The team delivers customized investment management and asset allocation paired with cash-flow based planning, estate/beneficiary strategies, benefits reviews, and succession planning. Portfolios are largely ETF-based, with client onboarding supported through a PreciseFP digital workflow and LPL Financial custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEVIN J GAROFALO
Chief Compliance Officer, President
- CRD
- #4853435
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CATHERINE ANNE BELANGER
Senior Consultant
- CRD
- #4158039
MERRICK GREEN BURLESON SR
President
- CRD
- #845182
Foundation pathway
Frontier north
- CRD
- #60483
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $464,365,160 | $258,124 |
| Non-Discretionary | $0 | -- |
| Total | $464,365,160 | $258,124 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $464,365,160
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,058,705,670 | 28.1% |
| Public Funds | $2,080,684,734 | 28.4% |
| Cash | $717,982,760 | 9.8% |
| Other | $659,371,923 | 9.0% |
| Corporate - Investment Grade | $1,370,028,328 | 18.7% |
| U.S. Government/Agency | $439,581,282 | 6.0% |
| Total | $7,326,354,697 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM PATHWAY WAVE | PRIME LEGACY | K6H61KWBA | KGUUJ | 10.64% | $62,923,717 |
| INSIGHT ZENITH PIONEER | EMBER VITAL | EU1LS4LHJ | HCCVX | 11.61% | $94,404,336 |
| QUANTUM RIDGE GLACIER | FOUNDATION SIGNAL | UZSDWK8PO | SAWND | 9.08% | $30,745,819 |
| NORTH NORTH VITAL | INSIGHT RIDGE | N3G5UCL1Q | KROZW | 4.56% | $81,918,024 |
| TIMBER UNISON PRIME | EMBER TIMBER | X6CKQUOS1 | MWWQE | 0.66% | $90,671,309 |
| FRONTIER PRIME FOUNDATION | OAK ATLAS | J9N1XQH3H | MXQLS | 1.73% | $89,630,237 |
| QUANTUM OPTIMA FUSION | CAPITAL MATRIX | J6545YNXX | JBEB | 2.92% | $114,518,872 |
| DELTA EAGLE CAPITAL | MATRIX PATHWAY | 3HLFRIUC5 | OJF | 11.12% | $113,474,100 |