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ELK RIVER WEALTH MANAGEMENT LLC

DENVER, CO · CRD 307263 · IAPD ↗ · (720) 310-3275

$971.3MRegulatory AUM
8Advisory reps
11Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2024 — ELK RIVER WEALTH MANAGEMENT LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2024 — ELK RIVER WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
March 2024 — ELK RIVER WEALTH MANAGEMENT LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.