Michael Philip Wolson
Investment adviser representative at Colter Lewis Investment Partners, LLC
10 yearsExperience
1 stateRegistered in
$3.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Colter Lewis Investment Partners, LLCApr 2026 to now
- Bbr PartnersJul 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CT).
Colter Lewis Investment Partners, LLC
Legal name: Colter Lewis Investment Partners LLC
$3.4BAssets managed
130Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5764357
- Firm CRD
- 297213