ELDERROCK FINANCIAL LLC

ELDERROCK FINANCIAL LLC of EVERETT, WA is an SEC-registered investment adviser (CRD 298350). Regulatory assets under management: $32.6M.

Registration

• CRD: 298350
• Type: Registered investment adviser
• Location: 1812 HEWITT AVE. STE 212, EVERETT, WA, 98201
• Phone: 425-249-6193
• Latest filing: 2026-03-31
• Regulatory AUM: $32.6M
• Discretionary AUM: $29.8M
• Non-discretionary AUM: $2.8M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298350 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search