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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 6, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Foss, Robert, Eugene | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | PORTFOLIO MANAGER | NA | Control |
| Foss, Robert, Eugene | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Foss, Robert, Eugene | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Foss, Robert, Eugene | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Foss, Robert, Eugene | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Kronket, Michael, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kronket, Michael, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kronket, Michael, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LARSON, AARON, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LARSON, AARON, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LARSON, AARON, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LARSON, AARON, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Tyminski, Nancy, Jean | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
| O'DELL, KYLE, F | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Aug 6, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL KS LA MO NE NH OR TX
Address
7001 EAST BELLEVIEW AVESUITE 800
DENVER, CO 80237
United States
Phone: 303.780.7350