Edgerock Wealth Management
Edgerock Wealth Management is an SEC-registered wealth manager in Denver, CO with $578.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Edgerock Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312325, SEC 801-121314, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $578.9M (2026-06-24)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 20
- Clients
- 575
- CRD
- 312325
- Ownership
- SWENDIMAN, MATTHEW, ASHLEY; O'DELL, KYLE, F; Foss, Robert, Eugene; LARSON, AARON, RUSSELL; Kronket, Michael, William
How much AUM does Edgerock Wealth Management have?
Edgerock Wealth Management reported $578.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Edgerock Wealth Management?
Disclosed owners and executives of Edgerock Wealth Management include SWENDIMAN, MATTHEW, ASHLEY, O'DELL, KYLE, F, Foss, Robert, Eugene, LARSON, AARON, RUSSELL, Kronket, Michael, William. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.