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Home > Retirement Planners > colorado > denver > EDGEROCK WEALTH MANAGEMENT
EDGEROCK WEALTH MANAGEMENT
7001 East Belleview Ave
Suite 800
Denver, Colorado 80237
Tel: 303.780.7350
About EDGEROCK WEALTH MANAGEMENT
EDGEROCK WEALTH MANAGEMENT, formally registered with the SEC as EDGEROCK WEALTH MANAGEMENT. The firm was established in 05/27/2021. They have over 2 offices throughout the country.
EDGEROCK WEALTH MANAGEMENT is a Denver, Colorado based Financial Planning firm with nearly $470,476,415 assets under management, offering retirement planning & investment advisory services to 1457 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312325 |
| SEC# | 801-121314 |
| Assets Managed by Firm | $470,476,415 |
| No. of Clients | 1457 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1457 | $470,476,415 |
| Individuals (other than high net worth individuals) | 389 | $156,468,132 |
| High net worth individuals | 126 | $300,612,360 |
| Corporations or other businesses | 6 | $13,395,923 |
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