# Elderado Financial

Elderado Financial is a Bank / Wealth / Trust based in Montrose, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Montrose, United States
- **Region:** North America
- **Address:** Montrose, CO, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** www.elderadofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/elderado-financial

## Regulatory record

- **CRD number:** 112908
- **SEC file number:** 801-121234
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112908

## About

Elderado Financial is an SEC-registered investment adviser in Montrose, CO, registered since 2021. The firm manages approximately $237 million in assets. It has 5 employees and 5 investment advisers.

## Questions

### What geographic area does Elderado Financial primarily serve?

The firm's client base is concentrated in Colorado's Western Slope, particularly Montrose, Delta, and Ouray counties. This agricultural and resource-based region includes ranchers, farmers, small-business owners, and retirees who require wealth management attuned to land holdings, water rights, and family business transitions. Elderado Financial's Montrose headquarters positions it as a local provider rather than a statewide or national platform.

### How does Elderado Financial handle estate and tax planning for clients?

Estate and tax planning are core components of the firm's service offering, delivered through coordination with legal and accounting professionals in the region. Elderado integrates trust formation, charitable giving vehicles, and multigenerational wealth transfer strategies directly into financial plans. This approach is designed for clients whose estates are often tied up in operating farms or ranches with complex capital gains exposure.

## Related profiles

- [Elarin Wealth Advisors](https://altss.com/profile/elarin-wealth-advisors)
- [Elderkin Wealth Management](https://altss.com/profile/elderkin-wealth-management)

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Last updated: 2026-07-10T22:55:34.000Z

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