← Back to searchVisit website
BIRDROCK WEALTH
BIRD ROCK ASSET MANAGEMENT, LP.
CRD 138872 · SEC 801-66711
9433 BEE CAVE RD, BLDG 2, SUITE 203, AUSTIN, TX, 78733, United States
Phone
512-236-0071
Fax
512-430-1346
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.3M
Discretionary AUM
$140.1M
Team
6 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Partnership
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $34.0M |
| High net worth individuals | 41 | $109.0M |
| Investment companies | 2 | $2.0M |
| Pension/profit sharing plans | 1 | $1.4M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD