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Alex Ethan Hendrickson

Colonial River Wealth Management LLC

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About Alex Ethan Hendrickson

Alex Hendrickson is a financial advisor with over 20 years of experience in the financial services industry. Alex is currently registered with Colonial River Wealth Management LLC, a registered investment advisor firm. Alex specializes in providing financial planning and investment advisory services to individuals and businesses. Alex has a strong track record of success in helping clients achieve their financial goals. Alex is committed to providing personalized and comprehensive financial advice to help clients make informed decisions about their financial future.

Firm Information

Alex Hendrickson is currently registered with Colonial River Wealth Management LLC. Colonial River Wealth Management LLC is a wealth management firm based in Midlothian, VA. They provide financial planning, portfolio management for individuals and businesses, and selection of other advisers. The firm manages approximately $274,599,256 in assets for 1,415 clients, including high-net-worth individuals and individuals other than high-net-worth. Colonial River Wealth Management LLC also offers wrap fee program participation.
Colonial River Wealth Management LLC

340 BROWNS HILL COURT

MIDLOTHIAN, VA 23114

$274.60M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alex Hendrickson’s Registration & Firm History

VA

05/26/2018 - Present

Colonial River Wealth Management LLC (MIDLOTHIAN VA)

VA

03/02/2016 - 05/07/2018

AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)

VA

11/15/2002 - 03/04/2016

WELLS FARGO ADVISORS, LLC (RICHMOND VA)

NC

01/02/2002 - 07/29/2002

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 08/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/27/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alex Ethan Hendrickson. Review regulatory record here.
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