JW
Josh W. Weisel
ELK RIVER WEALTH MANAGEMENT LLC
DENVER, CO 80206
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CRD#: 7748066
JW
Professional summary
Josh William Weisel, who also goes by Joshua William Weisel, is a registered financial advisor currently at ELK RIVER WEALTH MANAGEMENT LLC located in Denver, Colorado.
Josh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Josh has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua William Weisel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Denver Gold Group; investment-related; 3900 S Wadsworth Blvd, Suite 455, Lakewood, CO 80235; Denver Gold Group connects capital with global mining companies, hosts forums to catalyze direct engagement between investors and precious metal producers, and provides the only independent and nonprofit investment event platform to the global mining industry; Individual Contractor - Data Analytics and Modeling; 07/01/2022; 10 hours per month; Work with the Executive Director on an ad-hoc basis building various financial summaries and data models, using primarily Microsoft Excel 2) Trinity Lutheran Church; not investment-related;4225 W Yale Ave, Denver, CO 80219; Church, Charitable Organization; Board member; 12/01/2022; 5 hours per month; Assist treasurer with creating financial statements, working with accountant and bank
CRS (Client Relationship Summary) - RIA
Click below to view Josh William Weisel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 23, 2023 - Present
ELK RIVER WEALTH MANAGEMENT LLC
Office #1: 250 Fillmore Street Suite 425, Denver, CO 80206RIA
CRD#: 307263
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ER
ELK RIVER WEALTH MANAGEMENT LLC
ELK RIVER WEALTH MANAGEMENT LLC
CRD#: 307263 / SEC#: 801-118102
RIA
Registered Investment Advisory firm - (2/27/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(5/23/2023)
Current Firm
ER
ELK RIVER WEALTH MANAGEMENT LLC
ELK RIVER WEALTH MANAGEMENT LLC
CRD#: 307263 / SEC#: 801-118102
RIA
Registered Investment Advisory firm - (2/27/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 Fillmore Street Suite 425, Denver, CO 80206
Mailing Address
Phone number
(720) 310-3275
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 744 |
| AUM (Assets Under Management) | $ 905,278,017 |
Red Flags
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