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EDGEROCK WEALTH MANAGEMENT
EDGEROCK CAPITAL LLC
CRD 312325 · SEC 801-121314
7001 EAST BELLEVIEW AVE, SUITE 800, DENVER, CO, 80237, United States
Phone
303.780.7350
Fax
303.253.9795
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$578.9M
Discretionary AUM
$578.9M
Team
20 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 408 | $163.2M |
| High net worth individuals | 156 | $399.5M |
| Corporations/business entities | 11 | $16.2M |
States served
AZ, CA, CO, KS, LA, NE, OR, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD