$971.3M Total AUM
$958.9M Disc. AUM
6.2% 3Y CAGR
11 Employees
285 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital pathwayRadial catalyst
- Established Date
- 02-27-2020
- Office Locations
- 2
Office Locations
250 Fillmore Street Suite 425 Denver CO
-- Cottleville MO
About ELK River Wealth Management LLC
Elk River Wealth Management is a Denver-headquartered RIA serving individuals, families, and businesses across the Western U.S. It provides total wealth management, aligning financial planning with asset management plus banking, insurance, alternative investments, and trust and estate strategies. The firm implements heavily with ETFs and maintains offices in Denver, Phoenix, and St. Louis.
Team overview
40 AVG AGE
$121.4M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
5.5 yrs AVG TENURE
11 Employees
8 Advisory Reps
8 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Insight legacy Delta insight Pathway momentum
Client Personas
Foundation north Eagle
Custodian
Vertex North
Investment Themes
Ember
Investment Vehicles
Crest ember
Platform
Vital Prime zenith
Services
Oak optima Insight Summit Quantum Summit pioneer Horizon value Fusion
Technology
Frontier prime Delta alpha
Owner & Executives
RITA KOCH DAY
Chief Compliance Officer, Managing Director
- CRD
- #2024570
- Ownership
- Less than 5%
(670) 637-9336
radial.ridge@primecapital.com
in linkedin.com/in/insight-capital
CHRISTOPHER CLINE FREIMUTH
Chief Executive Officer, Chief Investment Officer
- CRD
- #2195430
- Ownership
- Less than 5%
(895) 334-6667
eagle.glacier@optimacapital.com
in linkedin.com/in/quantum-ridge
Showing 2 of 2 owners & executives
Unlock allContacts
COREY ALAN GRAGG
Director
- CRD
- #6501279
(264) 820-7246
vertex.pioneer@summitcapital.com
in linkedin.com/in/signal-focus
JULIET M HULL
Certified Financial Planner
- CRD
- #6448000
(307) 883-5215
harbor.peak@primecapital.com
in linkedin.com/in/optima-harbor
Z
Zenith bridge
Alpha matrix timber
- CRD
- #70271
(203) 408-6649
pathway.focus@meridiancapital.com
in linkedin.com/in/horizon-north
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $958,853,608 | $1,192,604 |
| Non-Discretionary | $12,424,633 | $6,212,317 |
| Total | $971,278,241 | $1,205,060 |
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Separately Managed Accounts
Total SMA Asset: $971,278,241
Equity - Exchange:
11.0% Municipal Bonds:
5.3% Corporate - Investment Grade:
22.8% Public Funds:
11.8% U.S. Government/Agency:
25.8% Cash:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $369,990,006 | 11.0% |
| Municipal Bonds | $178,267,912 | 5.3% |
| Corporate - Investment Grade | $766,888,376 | 22.8% |
| Public Funds | $396,898,370 | 11.8% |
| U.S. Government/Agency | $867,794,741 | 25.8% |
| Cash | $783,706,103 | 23.3% |
| Total | $3,363,545,508 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON OPTIMA GLACIER | MOMENTUM WAVE | IH99C5YZG | QBF | 7.07% | $107,851,380 |
| HARBOR LEGACY | MATRIX NORTH | 5BKKBMAYU | ICWJ | 8.05% | $67,808,105 |
| BEACON FOCUS CAPITAL | MERIDIAN GLACIER | 0X6BC0TLK | UIZ | 8.62% | $31,379,129 |
| PEAK PIONEER GLACIER | VITAL PATHWAY | RI8L4TX9U | VVHBF | 7.32% | $37,643,621 |
| RADIAL GLACIER CREST | DELTA EMBER | 8HA80N8UR | UREA | 9.94% | $48,899,943 |
| DELTA INSIGHT VITAL | OPTIMA VALUE | PI8VVD52T | PARQK | 5.48% | $118,683,109 |
| MATRIX FUSION GLACIER | ATLAS QUANTUM | Q7ASAFS97 | QSXU | 11.33% | $97,507,112 |
| CAPITAL PRIME | NORTH GLACIER | S727D0VQR | ZCQZE | 1.93% | $45,964,936 |