EDGEROCK WEALTH MANAGEMENT
Latest filing: Feb 12, 2025 (114 days ago)
AUM
$470,476,415
45% change vs. 1 year ago
104% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
17
13% change vs. 1 year ago
55% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
DENVER, CO
7001 EAST BELLEVIEW AVE, DENVER, CO, UNITED STATES, 80237
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 389 | $0.2 |
| Average Individual AUM | $402,232 | |
| HNW | 126 | $0.3 |
| Average HNW AUM | $2,385,812 | |
| Retail Total | 515 | $0.5 |
| Average Retail AUM | $887,535 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 18% | $0.1 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 4% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 77% | $0.4 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
11 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TYLER O'DELL | DENVER | CO | S65|2021-01-29 | ||||||
| KYLE O'DELL | DENVER | CO | S63|1996-07-16|S65|2012-06-22 | ||||||
| ROBERT FOSS | DENVER | CO | S65|2016-05-11 | ||||||
| CHASE ADLER | DENVER | CO | S66|2015-11-10|S63|2014-05-16 | ||||||
| JACOB GREEN | DENVER | CO | S65|2022-02-23 | ||||||
| KYLE GERKEN | DENVER | CO | S65|2021-11-27 | ||||||
| JERAD DANIELS | DENVER | CO | S63|2022-09-08|S65|2023-04-29 | ||||||
| BRETT TOMLINSON | DENVER | CO | S63|2007-07-24|S66|2016-12-20 | CERTIFIED FINANCIAL PLANNER | |||||
| KYLE SHELLEY | DENVER | CO | S65|2021-01-13 | ||||||
| PIERCE AICHINGER | DENVER | CO | S65|2023-05-25 | ||||||
| GEORGE VON EIFF | DENVER | CO | S65|2008-05-02|S63|2017-06-01 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.5 | $0.0 | 0% | 17 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 45% | 15 | 2 | 13% |
| 2023-04-04 | $0.3 | $0.2 | 86% | 15 | 2 | 13% |
| 2022-04-01 | $0.2 | $0.2 | 104% | 11 | 6 | 55% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, AZ-02/21/2023, CA-05/27/2021, CO-05/27/2021, FL-05/29/2024, KS-05/27/2021, MO-05/27/2021, NE-05/27/2021, NH-08/15/2024, OR-05/27/2021, TX-05/27/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV