$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2024
- Office Locations
- 1
Office Locations
-- Fort Lauderdale FL
About Elderkin Wealth Management LLC
Elderkin Wealth Management is an independent RIA providing personalized wealth management for seniors and other aging adults approaching or in retirement. The firm focuses on retirement income planning, healthcare cost strategies, and estate/legacy preservation, supporting clients through major life transitions. The firm is listed as an NGLCC Business Enterprise and highlights service to the LGBTQ+ community.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$600.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
M
Mark Elderkin
Chief Compliance Officer, Principal
- CRD
- #7904698
- Ownership
- Less than 5%
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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