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ELK RIVER WEALTH MANAGEMENT LLC
CRD 307263 · SEC 801-118102
250 FILLMORE STREET, SUITE 425, DENVER, CO, 80206, United States
Phone
(720) 310-3275
Fax
(720) 619-9454
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$971.3M
Discretionary AUM
$958.9M
Team
11 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $53.8M |
| High net worth individuals | 140 | $837.3M |
| Charitable organizations | 19 | $2.8M |
| Corporations/business entities | 15 | $77.4M |
States served
AZ, CA, CO, KS, LA, MO, TX
All web addresses on file
Official SEC filing: View on IAPD