A complete list of active advisors currently associated with Elderkin Wealth Management LLC

Warmer can help you find a great advisor at Elderkin Wealth Management LLC or one who fits your needs even better.

Elderkin Wealth Management LLC provides discretionary and non‑discretionary investment management and financial planning and consulting services to individuals, high‑net‑worth clients, charitable organizations and business entities, and the brochure reports one client and roughly $1.2 million in assets under management. The firm offers full financial plans and ongoing portfolio management that document individual goals, time horizons and risk tolerances. The firm’s investment approach emphasizes fundamental analysis and customized asset allocation, with strategies that can include long‑term and short‑term purchases, trading, and option writing (including covered and uncovered strategies). Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least quarterly, and clients may impose written restrictions on investments. Distinctive elements disclosed in the brochure include the firm’s recent formation (initial filing in 2024) and that the principal has outside business activities in advertising and a holding company, which the firm notes are not solicited to advisory clients. The brochure also states the adviser does not vote client proxies, requires use of its custodian(s) and does not aggregate trades, and it indicates the firm does not appear to serve non‑high‑net‑worth individual clients — a service profile that is less common among independent advisers.

To learn more about the advisors currently working at Elderkin Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.