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| Elk River Wealth Management LLC
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| CRD # | 307263 |
| SEC # | 801-118102 |
| CIK # | 0001844107 |
| AUM | 971.3 M (2026-02-24) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 720-310-3275 |
| Address | 250 Fillmore Street Denver, CO 80206 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844107 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.2 | ||
| Alphabet Inc | 25.8 | ||
| Broadcom Inc | 25.0 | ||
| Microsoft Corp | 18.7 | ||
| Amazon Com Inc | 17.6 | ||
| Costco Wholesale Corp /NEW | 15.1 | ||
| J P Morgan Chase & Co | 13.1 | ||
| Mastercard Inc | 11.9 | ||
| O Reilly Automotive Inc | 9.5 | ||
| GE Vernova Inc | 8.7 | ||
| Nvidia Corp | 8.6 | ||
| Intercontinentalexchange Group Inc | 8.5 | ||
| Palo Alto Networks Inc | 8.1 | ||
| Harris Corp /DE/ | 7.7 | ||
| Morgan Stanley | 7.5 | ||
| Lilly Eli & Co | 7.3 | ||
| PulteGroup Inc/MI/ | 6.9 | ||
| PNC Financial Services Group Inc | 6.5 | ||
| Lowes Companies Inc | 6.3 | ||
| Honeywell International Inc | 5.8 | ||
| Texas Instruments Inc | 5.7 | ||
| Intuit Inc | 5.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 53.8 |
| (b) Individuals (high net worth individuals) | 140 | 837.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 77.4 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 971.3 |
| By Discretionary | ||
| Discretionary | 804 | 958.9 |
| Non-Discretionary | 2 | 12.4 |
| Total | 806 | 971.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 969.2 | |
| Total | 806 | 971.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844107] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
WI | 977.1 M |
|
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AR | 971.1 M |
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Columbus Macro LLC
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970.3 M | |
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Carrera Capital Advisors LLC
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MI | 968.7 M |
|
Lifeworks Advisors LLC
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|
MI | 966.7 M |
|
Blueprint Financial Advisors LLC
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NC | 966.6 M |
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Hexagon Capital Partners LLC
✚
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AR | 965.0 M |