Insights

Growing Investment Portfolio Elk River Wealth Management has actively increased its investment holdings in notable assets such as Datadog, iShares Core S&P Mid-Cap ETF, and Fidelity MSCI Indexes, indicating a strategic focus on diversified and high-growth asset classes that could be of interest to technology and ETF providers.

Regional Market Focus With its roots deeply embedded in Colorado and the Rocky Mountains, Elk River demonstrates a strong regional presence and commitment, offering opportunities for local financial technology providers and service firms aiming to expand in western U.S. markets.

Digital Infrastructure The company's use of advanced technology tools such as Cloudflare, Mailgun, and Bootstrap suggests openness to innovative digital solutions, creating a sales opportunity for cybersecurity, cloud services, and client engagement platform providers.

Leadership Expansion Recent hires of new partners and a Chairman Emeritus indicate growth and leadership development, signaling potential needs for executive management tools, leadership training, or strategic consulting services.

Financial Stability With reported revenues between 10 and 25 million dollars and recent investment activities, Elk River Wealth Management shows solid financial health and ongoing strategic investments, making it a promising prospective client for financial technology tools, asset management software, or financial analytics solutions.

Elk River Wealth Management Tech Stack

Elk River Wealth Management uses 8 technology products and services including Cloudflare CDN, Mailgun, Floating UI, and more. Explore Elk River Wealth Management's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Mailgun
    Email
  • Floating UI
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • ZURB Foundation
    UI Frameworks
  • Jetpack
    Web Platform Extensions

Media & News

Elk River Wealth Management's Email Address Formats

Elk River Wealth Management uses at least 1 format(s):
Elk River Wealth Management Email FormatsExamplePercentage
FLast@elkriverwealth.comJDoe@elkriverwealth.com
46%
FirstLast@elkriverwealth.comJohnDoe@elkriverwealth.com
4%
FLast@elkriverwealth.comJDoe@elkriverwealth.com
46%
FirstLast@elkriverwealth.comJohnDoe@elkriverwealth.com
4%

Frequently Asked Questions

Where is Elk River Wealth Management's headquarters located?

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Elk River Wealth Management's main headquarters is located at 1125 17th Street, Suite 720. The company has employees across 1 continents, including North America.

What is Elk River Wealth Management's official website and social media links?

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Elk River Wealth Management's official website is elkriverwealth.com and has social profiles on LinkedIn.

What is Elk River Wealth Management's NAICS code?

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Elk River Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Elk River Wealth Management have currently?

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As of December 2025, Elk River Wealth Management has approximately 8 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Chief Investment Officer: C. F.Chief Compliance Officer And Managing Director Of Operations: R. D.Partner: D. C.. Explore Elk River Wealth Management's employee directory with LeadIQ.

What industry does Elk River Wealth Management belong to?

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Elk River Wealth Management operates in the Financial Services industry.

What technology does Elk River Wealth Management use?

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Elk River Wealth Management's tech stack includes Cloudflare CDNMailgunFloating UIjQuery MigrateCloudflare Bot ManagementBootstrapZURB FoundationJetpack.

What is Elk River Wealth Management's email format?

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Elk River Wealth Management's email format typically follows the pattern of FLast@elkriverwealth.com. Find more Elk River Wealth Management email formats with LeadIQ.

When was Elk River Wealth Management founded?

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Elk River Wealth Management was founded in 2020.

Elk River Wealth Management

Financial ServicesColorado, United States2-10 Employees

We are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life.

Our roots are deeply imbedded in Colorado, the Rocky Mountains and across the Western United States. Our mission is to be the complete and indispensable partner known and trusted by individuals, families and businesses across our great region for delivering exceptional value every day across every aspect of financial life.

To learn more, please visit http://www.elkriverwealth.com

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Elk River Wealth Management LLC (“Elk River”) is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments Inc. (“PKS”), Member FINRA/SIPC.
Headquartered at 80 State Street, Albany, NY 12207. Check the background of PKS on FINRA’s Broker Check

Purshe Kaplan Sterling and Elk River Wealth are not affiliated companies.

Section iconCompany Overview

Headquarters
1125 17th Street, Suite 720
NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Elk River Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Elk River Wealth Management's revenue is estimated to be in the range of $10M$25M

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