EDGEROCK WEALTH MANAGEMENT

Legal name: EDGEROCK CAPITAL LLC

CRD 312325File 801-121314

APPROVED

Retail clients

Custody

Filing as of Jun 24, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$578.9M

Above cohort median (national)

Discretionary AUM

$578.9M

Clients

575

1,559 accounts

Employees

Above cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: May 27, 2021
Principal office: 7001 EAST BELLEVIEW AVE, SUITE 800, DENVER, CO, 80237
Phone: 303.780.7350
Website: https://edgerockwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $578.9M
Discretionary AUM: $578.9M
Non-discretionary AUM: $0
Discretionary accounts: 1,559
Non-discretionary accounts: 0
Total accounts: 1,559
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$16.2M
High net worth individuals	156	$399.5M
Individuals (other than high net worth individuals)	408	$163.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Feb 1, 2026	Employees	17	20	increased by3
Feb 1, 2026	Clients	521	575	increased by54
Feb 1, 2026	AUM	$470,476,415	$578,894,175	increased by$108,417,760
Feb 1, 2026	Accounts	1,457	1,559	increased by102
May 1, 2025 vs Oct 1, 2022	Employees	11	17	increased by6
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	321	521	increased by200
May 1, 2025 vs Oct 1, 2022	AUM	$231,151,051	$470,476,415	increased by$239,325,364
May 1, 2025 vs Oct 1, 2022	Accounts	902	1,457	increased by555
Apr 1, 2022	Clients	183	321	increased by138
Apr 1, 2022	AUM	$168,767,421	$231,151,051	increased by$62,383,630
Apr 1, 2022	Accounts	725	902	increased by177
Oct 1, 2021	Registration	APPROVED-120	APPROVED
Oct 1, 2021	Employees	8	11	increased by3
Oct 1, 2021	AUM	$0	$168,767,421	increased by$168,767,421

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EDGEROCK WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EDGEROCK WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.