ELK RIVER WEALTH MANAGEMENT LLC

Overview

ELK River Wealth Management LLC is an independent registered investment adviser that acts as a capital allocator for both individual and institutional clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers as core advisory activities. It also operates as an insurance broker, which it uses to layer insurance-based solutions into planning when appropriate. Fee arrangements are flexible—ELK River charges a percentage of assets under management and can also work on hourly or fixed-fee engagements. Equities are the dominant focus of the firm’s public-facing strategy. The ADV shows a clear preference for exchange-traded equities and ETFs as primary building blocks for client portfolios, and the firm does not identify as an active ESG investor. As a compact RIA that labels itself a capital allocator, ELK River blends direct equity exposure with third-party mutual funds and alternative allocations where they believe those strategies add diversification or return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices