Edgerock Wealth Management

Edgerock Wealth Management (CRD# 312325) is a financial advisory firm headquartered in Denver, CO. They manage $325,099,616 in 1,242 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
7001 East Belleview Ave, Suite 800, Denver, CO 80237
https://www.youtube.com/channel/ucwpp-gpzyi5b25vdgwq-mba/featured
By the Numbers
  • Total Assets Under Management
    325
    MILLION
  • Total Number of Accounts
    1,242
    ACCOUNTS
  • Average Account Value
    $261,755
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, KS, MO, NE, OR, TX

Financial Advisors at Edgerock Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Robert Foss, financial advisor Englewood CO
Robert E. Foss
CRD#: 6852942
7887 East Belleview Avenue, Suite 240, Englewood, CO 80111

Robert Foss (CRD# 6852942) is an Investment Advisor Representative working at Edgerock Wealth Management in Englewood, CO and has over 8 years of experience in the finance industry.

2
Kyle O'dell, financial advisor Englewood CO
Kyle F. O'dell
CRD#: 2732575
7887 Belleview Avenue, Suite 240, Englewood, CO 80111

Kyle O'dell (CRD# 2732575) is an Investment Advisor Representative working at Edgerock Wealth Management in Englewood, CO and has over 27 years of experience in the finance industry.

3
Pierce Aichinger, financial advisor Denver CO
Pierce S. Aichinger
CRD#: 7649369
7001 East Belleview Ave, Suite 800, Denver, CO 80237

Pierce Aichinger (CRD# 7649369) is an Investment Advisor Representative working at Edgerock Wealth Management in Denver, CO and has 1 year of experience in the finance industry.

4
Jerad Daniels, financial advisor Denver CO
Jerad S. Daniels
CRD#: 7478943
7001 East Belleview Ave, Suite 800, Denver, CO 80237

Jerad Daniels (CRD# 7478943) is an Investment Advisor Representative working at Edgerock Wealth Management in Denver, CO and has 1 year of experience in the finance industry.

5
Kyle Gerken, financial advisor Englewood CO
Kyle R. Gerken
CRD#: 6240643
7887 E. Belleview, Suite 240, Englewood, CO 80111

Kyle Gerken (CRD# 6240643) is an Investment Advisor Representative working at Edgerock Wealth Management in Englewood, CO and has over 2 years of experience in the finance industry.

6
Jacob Green, financial advisor Bend OR
Jacob T. Green
CRD#: 7533153
937 Nw Newport Ave, Suite 211, Bend, OR 97703

Jacob Green (CRD# 7533153) is an Investment Advisor Representative working at Edgerock Wealth Management in Bend, OR and has over 2 years of experience in the finance industry.

7
Tyler O'dell, financial advisor Grand Junction CO
Tyler F. O'dell
CRD#: 7409253
Grand Junction, CO

Tyler O'dell (CRD# 7409253) is an Investment Advisor Representative working at Edgerock Wealth Management in Grand Junction, CO and has over 3 years of experience in the finance industry.

8
Kyle Shelley, financial advisor Englewood CO
Kyle A. Shelley
CRD#: 7452636
7887 East Belleview Avenue, #240, Englewood, CO 80111

Kyle Shelley (CRD# 7452636) is an Investment Advisor Representative working at Edgerock Wealth Management in Englewood, CO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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