Birdrock Wealth
Birdrock Wealth is an SEC-registered mass-market adviser in Austin, TX with $146.3M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Birdrock Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138872, SEC 801-66711, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $146.3M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 6
- Clients
- 209
- CRD
- 138872
- Ownership
- LEVY, STEPHEN, KENNETH; ARTAZA, GUSTAVO, JOSE; BIRDROCK ASSET MANAGEMENT COMPANY, LLC; JUSTMAN, HEATHER, MARIE; CANNELLA, CHRISTINA, MARIE
How much AUM does Birdrock Wealth have?
Birdrock Wealth reported $146.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Birdrock Wealth?
Disclosed owners and executives of Birdrock Wealth include LEVY, STEPHEN, KENNETH, ARTAZA, GUSTAVO, JOSE, BIRDROCK ASSET MANAGEMENT COMPANY, LLC, JUSTMAN, HEATHER, MARIE, CANNELLA, CHRISTINA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.