RIA Intel›Advisers›Colorado›ELLIOTT FINANCIAL, LLC

ELLIOTT FINANCIAL, LLC

Advisory

CO

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$178K

across 127 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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DWM FAMILY WEALTH

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