Brooks
Merrifield

Elk River Wealth Management LLC

CRD#1956490
Investment Advisor
in Denver, CO

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About this Advisor

Brooks Merrifield is a financial advisor based in Denver, Colorado with a total of 3 years of relevant experience. Merrifield works at Elk River Wealth Management LLC. Over the course of their career, Merrifield has held roles at Wedbush Securities Inc, Merrifield & Co, LLC and Elk River Wealth Management LLC. Merrifield has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Elk River Wealth Management LLC is a financial advisory company based out of Denver, CO. The firm has offices in two locations and a total of 14 financial advisors. It administers $831 million in assets under management among its 735 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 735 accounts, 39% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types charged by Elk River Wealth Management LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1125 17Th Street Suite 720
Denver, CO 80202

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Elk River Wealth Management LLC Brokerage Details

Total Assets Under Management

$830,816,633

CO Average: $2,349,664,866
Total Number of Employees

14

CO Average: 28
Total Number of Accounts

735

CO Average: 1,101
Average Account Size

$1,130,363

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brooks Merrifield Work History

Brooks has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Elk River Wealth Management LLC

2015 - 2020 (5 years)

Merrifield & Co, LLC

2011 - 2015 (4 years)

Wedbush Securities Inc

2011 - 2020 (9 years)

Merrifield & Co, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brooks Merrifield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Elk River Wealth Management LLC

Juliet Hull
Denver, CO
Daniel Owens
Denver, CO
Rita Day
Denver, CO
David Carroll
Denver, CO
Jon Springer
Denver, CO
Joseph Rusinko
Denver, CO
Brooks Merrifield
Denver, CO
Sherry Tomasello
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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