Elk River Wealth Management LLC

Elk River Wealth Management LLC is a registered investment advisor established in January 2020, offering wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. The firm provides discretionary investment management and financial planning services tailored to each client's needs, acting as a fiduciary. Investment strategies include long-term focus, diversified individual stocks, bonds, ETFs, and mutual funds. Clients may place restrictions on investments. The firm does not accept or maintain custody of client funds, except for fee deductions and money movement authorization. Fees for wealth management services are based on a tiered schedule, with a prorated fee in the first quarter. Financial planning services are offered on an hourly or fixed fee basis. Elk River does not charge performance-based fees. The firm does not receive commissions for securities transactions but may earn compensation from insurance sales. Clients have discretion over voting securities. Elk River's Privacy Policy ensures the protection and limited sharing of clients' personal information. The firm does not sell personal information and maintains physical, procedural, and electronic security measures to safeguard data. Clients have the right to limit sharing of personal information.