Elk River Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated February 24, 2026, reports $971M in regulatory assets under management, 11 employees, 2 offices, and 806 accounts.
Assets Under Management
$971M
Employees
11
Offices
2 offices
Total Clients
285
Primary office
DENVER, CO
250 FILLMORE STREET, SUITE 425, DENVER, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.1% of total clients.
Top client categories% of clientsClients
1
HNWI
49.1%
140
2
Individuals
38.9%
111
3
Charitable
6.7%
19
4
Corporations
5.3%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$971Mas of February 24, 2026
Discretionary98.7%
$959M
99% of total RAUM98.7%
Non-discretionary1.3%
$12M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$971M
Total Accounts806
10Y AUM Change+$971M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee26:1
10Y Employee Change+3 (+37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.