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

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

Elk River Wealth Management LLC provides discretionary and non-discretionary wealth management, financial planning, and investment consulting to individuals, high‑net‑worth individuals, trusts, estates, businesses, and charitable organizations. The firm manages roughly $971 million in client assets across a team of eight advisors and implements portfolios using low‑cost stocks, bonds, ETFs, mutual funds and, when appropriate, options and allocations to Independent Managers. The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis to design diversified, tax‑aware portfolios tailored to each client’s goals and risk tolerance; Elk River may also rebalance, harvest gains or losses, or trade shorter term when client objectives or market conditions warrant. Elk River offers ancillary services that can affect portfolio construction, including introductions to non‑purpose lending programs that use client assets as collateral and ongoing oversight of outside Independent Managers. A few operational features distinguish Elk River from many peers: the firm is also a licensed insurance agency and may receive commission compensation for insurance sales (with a stated policy not to charge both a commission and advisory fee on the same assets), and it discloses participation in third‑party referral and digital advisor matching arrangements (including fee arrangements with Zoe Financial and use of Apex for certain platform accounts). Elk River also discloses hypothetical performance in its materials and maintains institutional custodial relationships with Fidelity, Schwab and Apex, which the firm notes as sources of platform support and services.

To learn more about the advisors currently working at Elk River 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.