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Elk River Wealth Management LLC

● SEC registered since 2020CRD 307263SEC# 801-118102Denver, CO
Export (members)
Reg. AUM
$971.3M
Employees
11
Accounts
806
Location
Denver, CO

Elk River Wealth Management LLC assets under management

Elk River Wealth Management LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2020. It reports $971.3 million in regulatory assets under management and employs 11 people.

Elk River Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Christopher Cline Freimuth ControlChief Executive Officer And Chief Investment OfficerUnder 5%2020
Elk River Wealth Holdings, LLC ControlManaging MemberOver 75%2020
Rita Koch Day ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Elk River Wealth Management LLC manage?

Elk River Wealth Management LLC reports $971.3 million in regulatory assets under management on its Form ADV.

How many employees does Elk River Wealth Management LLC have?

Elk River Wealth Management LLC reports 11 employees.

Where is Elk River Wealth Management LLC located?

Elk River Wealth Management LLC is based in Denver, CO and has been SEC-registered since 2020.

Does Elk River Wealth Management LLC disclose fund performance?

Elk River Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 Fillmore Street, Suite 425, Denver, CO 80206
Phone(720) 310-3275
Fax(720) 619-9454
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
CIK1844107
Discloses disciplinary historyNo

Regulatory AUM

$971.3M▲ 7%
Feb '25 — $905.3MMar '25 — $905.3MApr '25 — $905.3MMay '25 — $905.3MJun '25 — $905.3MJul '25 — $905.3MAug '25 — $905.3MSep '25 — $905.3MOct '25 — $905.3MNov '25 — $905.3MDec '25 — $905.3MJan '26 — $905.3MFeb '26 — $971.3MMar '26 — $971.3MApr '26 — $971.3MMay '26 — $971.3MJun '26 — $971.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$971.3Mregulatory AUM
Discretionary $958.9MNon-discretionary $12.4M