Elderkin Wealth Management LLC

Overview

Elderkin Wealth Management LLC is a small, independent registered investment adviser focused on individual and family clients, with advisory services that include financial planning and portfolio management for individuals and small businesses. The firm operates with a fee model that combines a percentage of assets under management and hourly charges, indicating a hybrid engagement style that can accommodate both ongoing discretionary management and project-based planning work. Elderkin appears equity-oriented in its investment posture and does not present itself as an active ESG investor. The adviser is not positioned as a capital allocator or pension consultant; rather, it delivers direct portfolio management and planning services at a boutique scale. Given the single-client base and the custody relationship with Altruist Financial LLC, the firm likely emphasizes customized portfolios and hands-on servicing rather than large-scale institutional product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices