EdgeRock Wealth Management

EdgeRock Wealth Management

EdgeRock Wealth Management launched in 2018 in Denver, Colorado, establishing itself as a registered investment advisor with a fiduciary obligation to its clients. The firm structures its practice around financial planning, investment management, and holistic wealth advisory for a client base that spans individuals, high-net-worth households, corporations, and charitable entities. The firm's investment approach draws on the broad toolkit available to independent RIAs: portfolio construction blending passive and active strategies, tax-aware asset location, and goal-based planning frameworks. EdgeRock has not disclosed specific AUM or a breakdown of assets by asset class, but as a Colorado-based RIA it operates in the $100 billion-plus Denver wealth-management market alongside firms like Mercer Advisors and Crestone Capital. EdgeRock's scale and team size remain undisclosed. The firm serves clients from a single headquarters in Denver. As an RIA, EdgeRock files Form ADV with the SEC, which publicly discloses disciplinary history, fee schedules, and assets under management on an annual basis; current figures have not been widely published. The firm is part of the ongoing structural shift in US wealth management from commission-based brokerage to fiduciary advisory. EdgeRock's posture — independent, Colorado-based, and serving both private clients and charitable organizations — reflects the regional RIA model that has grown to manage trillions in aggregate, though the firm's individual footprint remains modest.