ELK RIVER WEALTH MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $971.3M |
| Discretionary | $958.9M99% of AUM |
| Non-Discretionary | $12.4M |
| Client Accounts | 806 |
| Avg Account Size | $1.2M |
| Employees | 11 |
| Peak AUM | $971.3MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $971M | +7.3% | +5.3% | +8.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $971.3M |
| Discretionary | $958.9M |
| Employees | 11 |
| Client Accounts | 806 |
| Client Range | 51-100 |
Contact & Location
Address
250 FILLMORE STREET
DENVER CO 80206
Phone
(720) 310-3275
Filing History
35 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$959M
98.7% of AUM
Non-Discretionary
$12M
1.3% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Banking Institution