Edgerock Wealth Management
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 312325
- Registered since
- May 27, 2021
- Website
- edgerockwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.02%
- Individuals28.19%
- Corporations / Businesses2.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Edgerock Wealth Management is an independent, SEC‑registered RIA that began registration in 2021. The firm serves both individual and family clients as well as institutional clients, operating on a percentage‑of‑AUM fee model. Business lines include insurance brokering and accounting services, and advisory capabilities cover financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus educational seminars and workshops. The firm is not classified as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities32%
- Non-Exchange Traded Equities4%
- US Government Bonds3%
- Private Funds3%
Owners & executives
2 of 2
Kyle O'dell
Founder & CEOCRD 2732575
Robert Foss
Chief Investment OfficerCRD 6852942
Contacts
3 of 11
Aaron Larson
Compliance OfficerCRD 6394351
John Hill
Financial AdvisorCRD 5821108
Chase Adler
Director of OperationsCRD 6276344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$355M in ETFs
28%
$100M
68%
$255M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED LARGE CAP CORE ETF (FELC) | Fidelity | Active | Large Blend | $69.7M | 1,918,682 | 19.62% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 7001 E Belleview Ave
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Keystone Global Partners LLC
RIADenver, CO
Freif Advisors LLC
RIADenver, CO
OWL Creek Wealth Partners
RIADenver, CO
Saturn Five Advisors LLC
RIADenver, CO
Oakwood Real Estate Partners, LLC
RIADenver, CO
Origin Credit Advisers, LLC
RIADenver, CO