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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