Brian Michael Wotring
Investment adviser representative at Colonial River Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$464.4MFirm assets
8 yearsFirm in business
Are you Brian Michael Wotring? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Colonial River Wealth Management LLCDec 2023 to now
- Colonial Financial Services, LLCDec 2023 to now
- LPL FinancialDec 2023 to now
- Edward JonesDec 2018 to Dec 2023
- Protorae Law, LLCDec 2017 to Oct 2018
- Supreme Court of VirginiaJul 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Colonial River Wealth Management LLC
Legal name: Colonial River Investments, LLC
$464.4MAssets managed
1,798Clients
8Advisers
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
- 7048562
- Firm CRD
- 284839