COLVILLE WEALTH ADVISORY, LLC

Overview

Colville Wealth Advisory, LLC is a small, individual-owned RIA focused on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages a concentrated book of clients—30 households across 59 accounts—with a hands-on approach to constructing diversified portfolios mostly through pooled public funds. Colville Wealth Advisory does not position itself as an ESG investor, and it is not structured as a multi-state adviser or a pension consultant. The firm’s business activity centers on delivering traditional wealth-management services rather than acting as a capital allocator or running institutional strategies. The firm maintains industry ties to accounting and real estate professionals, which appear to support its ability to evaluate private real estate opportunities and private placements. Those affiliations likely feed into the firm’s alternative allocations and due-diligence process, rather than signaling a broad in-house platform for complex alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices