# ELK River Wealth Management LLC

> ELK River Wealth Management LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 307263
- Filed as: ELK RIVER WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307263
- AdvisorCensus page: https://advisorcensus.com/firm/elk-river-wealth-management-llc-denver-co-307263

## Quick answers

**How is ELK River Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), ELK River Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is ELK River Wealth Management LLC located?**
ELK River Wealth Management LLC's principal office is in Denver, CO, according to its Form ADV.

**Is ELK River Wealth Management LLC registered with the SEC or a state?**
ELK River Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307263.

**How much does ELK River Wealth Management LLC manage?**
ELK River Wealth Management LLC reports $971,278,241 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (99% discretionary).

**How have ELK River Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for ELK River Wealth Management LLC: Regulatory assets under management: $638,393,780 in the October 2021 data and $971,278,241 in the October 2026 data, up 52%. Total employees: 13 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ELK River Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (140); individuals (other than high net worth individuals) (111); charitable organizations (19).

**Which custodians does ELK River Wealth Management LLC use?**
ELK River Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does ELK River Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307263

**Does ELK River Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "Elk River generally does not impose a minimum relationship size."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: None

> Elk River generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $971,278,241
- Discretionary: $958,853,608
- Non-discretionary: $12,424,633

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $53,756,522 |
| High net worth individuals | 140 | $837,307,291 |
| Charitable organizations | 19 | $2,795,239 |
| Corporations or other businesses not listed above | 15 | $77,419,189 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, KS, LA, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elkriverwealth.com
- LinkedIn @elkriverwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $638,393,780 | 13 | September 30, 2021 |
| October 2022 | $796,030,900 | 14 | June 16, 2022 |
| October 2023 | $830,816,633 | 14 | February 13, 2023 |
| October 2024 | $930,777,442 | 11 | August 5, 2024 |
| October 2025 | $905,278,017 | 11 | February 20, 2025 |
| October 2026 | $971,278,241 | 11 | February 24, 2026 |

Regulatory assets under management: $638,393,780 in the October 2021 data and $971,278,241 in the October 2026 data, up 52%.
Total employees: 13 in October 2021 and 11 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ELK River Wealth Management LLC (CRD 307263): Form ADV filing data as of October 2026.