COLVILLE WEALTH ADVISORY, LLC

COLVILLE WEALTH ADVISORY, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 290147). Regulatory assets under management: $25.7M.

Registration

• CRD: 290147
• Type: Registered investment adviser
• Location: 1901 ROXBOROUGH ROAD, CHARLOTTE, NC, 28211-3482
• Phone: 704-361-1135
• Latest filing: 2026-02-25
• Regulatory AUM: $25.7M
• Discretionary AUM: $25.7M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 290147 on SEC IAPD (source of record)
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