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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
About Colville Wealth Advisory, LLC
Colville Wealth Advisory, LLC is a Charlotte-based RIA serving business owners and entrepreneurs with financial planning, tax and insurance planning, and portfolio construction. Portfolios primarily use public funds and U.S. government/agency fixed income alongside ETFs. The firm emphasizes long-term, relationship-driven partnership and hands-on financial management support without a large-fund pressure mindset. Custody includes Schwab.
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Investment Themes
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Owner & Executives
ALAN RAE SIMPSON, JR.
Chief Compliance Officer, Managing Member
- CRD
- #4467281
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,684,678 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,684,678 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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