Edgerock Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 30, 2026, reports $579M in regulatory assets under management, 20 employees, 1 office, and 1,559 accounts.
Assets Under Management
$579M
Employees
20
Offices
1 office
Total Clients
575
Primary office
DENVER, CO
7001 EAST BELLEVIEW AVE, SUITE 800, DENVER, CO, United States
Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
408
2
HNWI
27.1%
156
3
Corporations
1.9%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$579Mas of April 30, 2026
Discretionary100.0%
$579M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$579M
Total Accounts1,559
10Y AUM Change+$579M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee29:1
10Y Employee Change+12 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.