← Directory
ELK RIVER WEALTH MANAGEMENT LLC
CRD 307263File 801-118102
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$971.3M
Above cohort median (national)
Discretionary AUM
$958.9M
Non-discretionary $12.4M
Clients
285
806 accounts
Employees
11
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 27, 2020
- Principal office
- 250 FILLMORE STREET, SUITE 425, DENVER, CO, 80206
- Phone
- (720) 310-3275
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $971.3M
- Discretionary AUM
- $958.9M
- Non-discretionary AUM
- $12.4M
- Discretionary accounts
- 804
- Non-discretionary accounts
- 2
- Total accounts
- 806
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $77.4M |
| Charitable organizations | 19 | $2.8M |
| High net worth individuals | 140 | $837.3M |
| Individuals (other than high net worth individuals) | 111 | $53.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.