Elk River Wealth Management Employee Directory

Financial ServicesColorado, United States2-10 Employees

Elk River Wealth Management is an independent financial services firm that provides investment management and financial planning as a comprehensive wealth-management offering for individuals, families, and business owners. Based in Denver, Colorado, the firm traces its roots to Colorado and the western United States. The firm seeks to address multiple facets of clients' financial lives, going beyond investment performance alone. Elk River operates as a registered investment adviser, with securities offered through Purshe Kaplan Sterling Investments Inc. In June 2026, Elk River Wealth Management was acquired by AlphaCore Wealth Advisory LLC, marking AlphaCore's third Colorado-based acquisition.

Find Elk River Wealth Management employees' phone numbers or email addresses

Elk River Wealth Management Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Elk River Wealth Management's Leadership

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    D. C.
    Partner
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    H. A.
    Chairman Emeritus
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  • Stylized image of a person
    C. G.
    Director Of Financial Planning
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  • Stylized image of a person
    D. O.
    Managing Director And Senior Wealth Advisor
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    C. G.
    Director Of Financial Planning
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    S. T.
    Client Operations Manager
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    S. S.
    Financial Advisor
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  • Stylized image of a person
    J. W.
    Associate Analyst
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Elk River Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business

Contact profiles from Elk River Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Partner
    Phone icon
    Apr 18, 2024
  • Stylized image of a person
    H. A.
    Chairman Emeritus
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    C. G.
    Director Of Financial Planning
    Phone icon
    United StatesMissouri
    Oct 27, 2025
  • Stylized image of a person
    D. O.
    Managing Director And Senior Wealth Advisor
    Phone icon
    United StatesArizona
    Feb 19, 2026
  • Stylized image of a person
    C. G.
    Director Of Financial Planning
    Phone icon
    Oct 27, 2025
  • Stylized image of a person
    S. T.
    Client Operations Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. S.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Mar 24, 2026
  • Stylized image of a person
    J. W.
    Associate Analyst
    Phone icon
    United StatesMassachusetts
    Dec 31, 2024

Frequently Asked Questions

What is Elk River Wealth Management known for?

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Elk River Wealth Management was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 1125 17th Street Suite 720 Denver, Colorado 80202 United States. Explore Elk River Wealth Management's company overview page for more information.

What is Elk River Wealth Management's most common email format?

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Elk River Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Elk River Wealth Management email formats with LeadIQ.

How many employees does Elk River Wealth Management have currently?

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Elk River Wealth Management has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Elk River Wealth Management's key employees and leadership?

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As of June 2026, Elk River Wealth Management's key employees include:

  • Partner: D. C.
  • Chairman Emeritus: H. A.
  • Director Of Financial Planning: C. G.
  • Managing Director And Senior Wealth Advisor: D. O.
  • Director Of Financial Planning: C. G.

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