# EdgeRock Wealth Management

EdgeRock Wealth Management is a Bank / Wealth / Trust based in Denver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** edgerockwealth.com
- **LinkedIn:** https://www.linkedin.com/company/edgerock-wealth-management

## Regulatory record

- **CRD number:** 312325
- **SEC file number:** 801-121314
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312325

## About

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.

## Sectors

- Wealth Management & Financial Services

## Questions

### Is EdgeRock Wealth Management a broker-dealer or a registered investment advisor?

EdgeRock operates as a registered investment advisor. This means it holds a fiduciary duty to its clients, legally obligating it to put client interests ahead of its own. This structural distinction separates it from broker-dealers, who are held to a lower suitability standard.

### What types of clients does EdgeRock serve?

Public records indicate EdgeRock advises individuals, high-net-worth individuals, corporations, and charitable organizations. The firm's financial planning and investment management services are structured to accommodate this range, from personal wealth management to institutional nonprofit advisory.

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- [EdgePoint Wealth Management](https://altss.com/profile/edgepoint-wealth-management)
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Last updated: 2026-06-03T20:00:00.000Z

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