EDGEROCK WEALTH MANAGEMENT

RIASEC RegisteredEst. 2021
Total AUM
$579M
Discretionary
$579M
100% of AUM
Avg account
$371K
Accounts
1,559
Employees
20
Advisory reps
13

Firm details

Headquarters
DENVER, Colorado
CRD number
312325
Registered since
May 27, 2021
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

FINTRX

Overview

Edgerock Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm serves both individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and it also runs educational seminars and workshops. In addition to investment advisory work, the firm conducts insurance brokerage and accounting activities. Edgerock does not identify as an active ESG investor and is not registered as a multi-state advisor or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 32%, Non-Exchange Traded Equities 4%, US Government Bonds 3%, Private Funds 3%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%55%
  • 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

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 63

Active vs passive

$355M in ETFs

Passive

28%

$100M

Active

68%

$255M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY ENHANCED LARGE CAP CORE ETF (FELC)FidelityActiveLarge Blend$69.7M1,918,68219.62%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth