Elderkin Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,200,000
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$1,200,000
About
Elderkin Wealth Management LLC provides discretionary and non‑discretionary investment management and financial planning and consulting services to individuals, high‑net‑worth clients, charitable organizations and business entities, and the brochure reports one client and roughly $1.2 million in assets under management. The firm offers full financial plans and ongoing portfolio management that document individual goals, time horizons and risk tolerances.
The firm’s investment approach emphasizes fundamental analysis and customized asset allocation, with strategies that can include long‑term and short‑term purchases, trading, and option writing (including covered and uncovered strategies). Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least quarterly, and clients may impose written restrictions on investments.
Distinctive elements disclosed in the brochure include the firm’s recent formation (initial filing in 2024) and that the principal has outside business activities in advertising and a holding company, which the firm notes are not solicited to advisory clients. The brochure also states the adviser does not vote client proxies, requires use of its custodian(s) and does not aggregate trades, and it indicates the firm does not appear to serve non‑high‑net‑worth individual clients — a service profile that is less common among independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
Retirement income strategy
General estate planning guidance
Fee options
2% annually
$250 per hour for financial planning and consulting
Fee-only: $250 per hour for financial planning
Main office location
Elderkin Wealth Management LLC
Fort Lauderdale FL, United States
Number of offices
1
Most active in
Elderkin Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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