EDGEROCK CAPITAL LLC
Legal name: EDGEROCK WEALTH MANAGEMENT
CRD #312325 SEC #801-121314 DENVER, CO 303.780.7350
SEC Registered
Total AUM
$470.5M
Discretionary
$470.5M
Employees
17
Clients
0
Accounts
1,457
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $470.5M | $470.5M | $0 | 17 | 0 |
| Jun 2025 | $470.5M | $470.5M | $0 | 17 | 0 |
| Feb 2025 | $470.5M | $470.5M | $0 | 17 | 0 |
| Feb 2025 | $470.5M | $470.5M | $0 | 17 | 0 |
| Oct 2024 | $325.1M | $325.1M | $0 | 15 | 0 |
| Aug 2024 | $325.1M | $325.1M | $0 | 15 | 0 |
| May 2024 | $325.1M | $325.1M | $0 | 15 | 0 |
| Mar 2024 | $325.1M | $325.1M | $0 | 15 | 0 |
| Feb 2024 | $325.1M | $325.1M | $0 | 15 | 0 |
| Dec 2023 | $252.9M | $252.9M | $0 | 15 | 0 |
| Sep 2023 | $252.9M | $252.9M | $0 | 15 | 0 |
| Jun 2023 | $252.9M | $252.9M | $0 | 15 | 0 |
| May 2023 | $252.9M | $252.9M | $0 | 15 | 0 |
| Feb 2023 | $252.9M | $252.9M | $0 | 15 | 0 |
| Oct 2022 | $231.2M | $231.2M | $0 | 11 | 0 |
| May 2022 | $231.2M | $231.2M | $0 | 11 | 0 |
| Mar 2022 | $231.2M | $231.2M | $0 | 11 | 0 |
| Sep 2021 | $168.8M | $168.8M | $0 | 11 | 0 |
| Apr 2021 | $0 | $0 | $0 | 8 | 0 |
DateAug 2025
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees17
Clients0
DateJun 2025
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees17
Clients0
DateFeb 2025
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees17
Clients0
DateFeb 2025
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees17
Clients0
DateOct 2024
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees15
Clients0
DateAug 2024
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees15
Clients0
DateMay 2024
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees15
Clients0
DateFeb 2024
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees15
Clients0
DateDec 2023
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees15
Clients0
DateSep 2023
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees15
Clients0
DateJun 2023
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees15
Clients0
DateMay 2023
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees15
Clients0
DateFeb 2023
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees11
Clients0
DateMay 2022
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees11
Clients0
DateSep 2021
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0