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 registered investment adviser organized as an LLC and first registered with the SEC in 2021. The firm serves both individual and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its advisory model is fee-based (percentage of AUM) and the firm also operates as an insurance broker and maintains accounting capabilities. Edgerock runs educational seminars and workshops as part of its client-facing activities. The adviser does not identify as an ESG-focused manager and is not structured as a capital allocator or a multi-state/multi-adviser network.
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 12
Aaron Larson
Compliance OfficerCRD 6394351
Daniel Willis
CRD 8298769
John Hill
Financial AdvisorCRD 5821108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$405M in ETFs
30%
$121M
66%
$284M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED LARGE CAP CORE ETF (FELC) | Fidelity | Active | Large Blend | $83M | 1,980,837 | 20.49% |
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
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