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Building 2ELK RIVER WEALTH MANAGEMENT LLC

Map pinDENVER, CO
Phone(720) 310-3275
NotebookSEC #801-118102
Total AUM
$971.3M
Employees
11
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 FILLMORE STREET
SUITE 425
DENVER
CO 80206
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(720) 310-3275
Other Offices
2

ReceiptFinancials

Total AUM
$971.3M
Accounts
806
Discretionary
$958.9M
Accounts
804
Non-Discretionary
$12.4M
Accounts
2

ContactClients

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Individual Clients
111
AUM
$53.8M
HNW Individual Clients
140
AUM
$837.3M
Charitable Organization Clients
19
AUM
$2.8M
Corporation or Business Clients
15
AUM
$77.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOKSLAMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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