ELK River Wealth Management LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 307263
- Registered since
- February 27, 2020
- Website
- alphacore.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.21%
- Corporations / Businesses7.97%
- Individuals5.53%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
ELK River Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves individual and family clients as well as institutional accounts and functions as a capital allocator, meaning it both manages assets directly and places client capital with third‑party managers. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. ELK River also operates an insurance brokerage practice. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- State & Local Bonds11%
- Investment Grade Corp Bonds9%
- Public Funds/Mutual Funds7%
- US Government Bonds6%
Contacts
2 of 2
Christopher Freimuth
Managing PartnerCRD 2195430
Rita Day
Senior Operations ConsultantCRD 2024570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$384M in ETFs
91%
$348M
9%
$35.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY) | State Street | Passive | Mid Cap Value | $56.5M | 371,018 | 14.72% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 250 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
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