# COLVILLE WEALTH ADVISORY, LLC

COLVILLE WEALTH ADVISORY, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 290147
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290147/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290147/similar
- Related entities: https://search.stillhousedata.com/firm/290147/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290147

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.