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Edgerock Wealth Management

Headquartered in DENVER, CO

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Firm Information

Edgerock Wealth Management is a registered investment advisor based in Denver, CO. They provide portfolio management services for individuals and businesses. Their website addresses include links to their social media pages, including Instagram, YouTube, Twitter, Facebook, and LinkedIn. Edgerock Wealth Management has 8 licensed agents, 9 investment advisor representatives, and manages approximately $470.48 million in assets. They offer financial planning, educational seminars, and portfolio management services for businesses and individuals.

Edgerock Wealth Management

7001 EAST BELLEVIEW AVE

DENVER, CO 80237

$470.48M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

EDGEROCK WEALTH MANAGEMENT has a total of 4 branch locations across the country.
location

Englewood, CO

location

GRAND JUNCTION, CO

location

ENGLEWOOD, CO

location

DENVER, CO

Advisors at Edgerock Wealth Management

View All 10 Advisors
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Robert Eugene Foss

RA

Englewood, CO

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Jerad S Daniels

RA

DENVER, CO

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Tyler F. O'Dell

RA

GRAND JUNCTION, CO

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Kyle F O'Dell

RA

Englewood, CO

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Kyle Randall Gerken

RA

ENGLEWOOD, CO

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Chase M Adler

RA

DENVER, CO

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Brett Tomlinson

CFP®, RA

DENVER, CO

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George Frederic Von eiff

CFP®, RA

DENVER, CO

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Disclosures

There are no public disclosures for Edgerock Wealth Management.

Frequently Asked Questions (6)

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