Overview
Assets Under Management: $905 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 129
Average Client Assets: $6 million
Frequently Asked Questions
ELK RIVER WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307263), ELK RIVER WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ELK RIVER WEALTH MANAGEMENT LLC is headquartered in DENVER, CO.
ELK RIVER WEALTH MANAGEMENT LLC serves 129 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, ELK RIVER WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ELK RIVER WEALTH MANAGEMENT LLC manages $905 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, ELK RIVER WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.08
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 744
Discretionary Accounts: 742
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 307263
Last Filing Date: 2025-02-20 00:00:00
Website: https://elkriverwealth.com