Investment adviser · CRD 312325
EDGEROCK WEALTH MANAGEMENT
Investment adviser filing (IA)
EDGEROCK CAPITAL LLC
DENVER, CO, United States · Form ADV filed Jun 24, 2026
- Regulatory AUM
- $579M Form ADV · Item 5.F
- Client accounts
- 1,559 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 156 | $399,539,325 | 69.0% |
| Individuals | 408 | $163,185,608 | 28.2% |
| Corporations & businesses | 11 | $16,169,242 | 2.8% |
Filing source
Form ADV 2115441 · Jun 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets
Principal office
7001 EAST BELLEVIEW AVE, SUITE 800DENVER, CO, 80237, United States
CRD 312325
Filing source
Form ADV 2115441 · Jun 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.