SourcingSourcing

ELK RIVER WEALTH MANAGEMENT LLC

C40
CRD 307263·SEC 801-118102·DENVER, CO
AUM
$971.3M
$500M-$1B
Est. Revenue
$9.7M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ELK RIVER WEALTH MANAGEMENT LLC
CRD
307263
SEC file #
801-118102
EIN
845144394
DBA names
—

Economics

AUM
$971.3M
AUM band
$500M-$1B
AUM trajectory
'21'26
$393.2M → $971.3M▲ +147%
Client mix
Individuals High Net Worth140
Individuals Other111
Charitable Organizations19
Corporations15

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
6 advisors → 8 advisors▲ +33%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
linkedin.com/company/elkriverwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELK RIVER WEALTH HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ELK RIVER WEALTH HOLDINGS, LLC
DAY, RITA, KOCH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:elkriver.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001844107
Edgar Registered
Yes
Edgar Filing Count
26
Edgar First Filing Date
2021-02-08
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
24
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001951757-26-000635
Edgar Former Names
Elk River Wealth Management, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
250 FILLMORE STREET, SUITE 425DENVER, CO 80206
Business
250 FILLMORE STREET, SUITE 425DENVER, CO 80206
Edgar EIN
845144394
Edgar Recent Filings
13F-HR2026-04-17 · 0001951757-26-000635
13F-HR2026-02-06 · 0001951757-26-000383
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
DAY, RITA, KOCH
IAR · Executive Officer · 2.5%
2024570
FREIMUTH, CHRISTOPHER, CLINE
IAR · Executive Officer · 2.5%
2195430
Josh William Weisel
IAR
7748066
COREY ALAN GRAGG
IAR
6501279
JOSEPH THOMAS RUSINKO
IAR
6378844
JULIET M HULL
IAR
6448000
BROOKS WILLIAM MERRIFIELD
IAR
1956490