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COLVILLE WEALTH ADVISORY, LLC
CRD 290147
1901 ROXBOROUGH ROAD, SUITE 101, CHARLOTTE, NC, 28211-3482, United States
Phone
704-361-1135
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.7M
Discretionary AUM
$25.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.9M |
| High net worth individuals | 17 | $22.2M |
Official SEC filing: View on IAPD