Birdrock Wealth

Birdrock Wealth (CRD# 138872) is a financial advisory firm headquartered in Austin, TX. They manage $129,068,051 in 420 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $307,305
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Birdrock Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Stephanie Boeke
CRD#: 6121837
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX 78733

Stephanie Boeke (CRD# 6121837) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 11 years of experience in the finance industry.

2
Christina M. Cannella
CRD#: 3179327
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX 78733

Christina Cannella (CRD# 3179327) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 25 years of experience in the finance industry.

3
Stephen K. Levy
CRD#: 3259220
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX 78733

Stephen Levy (CRD# 3259220) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 24 years of experience in the finance industry.

4
Aaron W. Soderberg
CRD#: 2005720
Minneapolis, MN

Aaron Soderberg (CRD# 2005720) is an Investment Advisor Representative working at Birdrock Wealth in Minneapolis, MN and has over 34 years of experience in the finance industry.

5
Jack B. Tamez
CRD#: 5274692
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX 78733

Jack Tamez (CRD# 5274692) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 17 years of experience in the finance industry.

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