Elk River Wealth Management is an investment advisor in Denver with $796.03 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
845144394
SEC advisor number
801-118102
FINRA CRD number
307263
AUM ?
$930.78 mm
(as of 29 Feb 24)
Accounts
775
(as of 29 Feb 24)
Employees
11
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22