RIA Intel›Advisers›North Carolina›COLVILLE WEALTH ADVISORY, LLC

COLVILLE WEALTH ADVISORY, LLC

Advisory

CHARLOTTE, NC

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$435K

across 59 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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W.WALL AND COMPANY, INC.

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1618 ADVISORS LLC

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