What departments does EdgeRock Wealth Management have?

EdgeRock Wealth Management has employees across 5 departments including Customer Success, Marketing, Program & Project Management, Business Development, Banking.

What is the largest department at EdgeRock Wealth Management?

The largest department at EdgeRock Wealth Management is Marketing with 2 employees.

Where are EdgeRock Wealth Management employees located globally?

EdgeRock Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has EdgeRock Wealth Management's team size changed over time?

EdgeRock Wealth Management's team has grown from approximately 19 to 20 employees based on available data.

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EdgeRock Wealth Management Employee Directory

Financial ServicesColorado, United States11-50 Employees

EdgeRock Wealth Management is an independent wealth management firm based in Denver, Colorado, serving the Rocky Mountain region and beyond since 2009. The firm focuses on advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs, offering guidance tailored to complex financial needs and optimization of wealth. Positioned within the financial services industry, EdgeRock emphasizes fiduciary-style service as a registered investment adviser, providing a range of investment vehicles and personalized advisory support. The team operates from its Denver headquarters, with a client-centric approach that reflects its status as an independent advisor rather than affiliated with a large captive institution. A recent staffing development noted is the addition of an administrative assistant and event planner to support operations and client engagement.

EdgeRock Wealth Management Global Highlights

North America
27

United States Of America
27

EdgeRock Wealth Management's Leadership

D. S.
Director Of Client Services
Mobile Phone
Email
R. M.
Director Of Marketing
Mobile Phone
Email
P. E.
Client Experience Manager
Mobile Phone
Email
R. F.
Portfolio Manager
Mobile Phone
Email
A. S.
Business Development
Mobile Phone
Email
J. R.
Financial Advisor
Mobile Phone
Email
N. H.
Marketing Designer
Mobile Phone
Email

EdgeRock Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Business Development
Community & Social Services
Finance
Other
Arts & Design

Contact profiles from EdgeRock Wealth Management

Name

Title

Contact

Location

Last Update

D. S.
Director Of Client Services
Mobile Phone
Email
Jun 28, 2026
R. M.
Director Of Marketing
Mobile Phone
Email
Jun 28, 2026
P. E.
Client Experience Manager
Mobile Phone
Email
Oct 22, 2024
R. F.
Portfolio Manager
Mobile Phone
Email
Jul 29, 2026
A. S.
Business Development
Mobile Phone
Email
Feb 05, 2026
J. R.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
N. H.
Marketing Designer
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is EdgeRock Wealth Management known for?

EdgeRock Wealth Management was founded in 2009 operates in the Financial Services industry. Explore EdgeRock Wealth Management's company overview page for more information.

What is EdgeRock Wealth Management's most common email format?

EdgeRock Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EdgeRock Wealth Management email formats with LeadIQ.

How many employees does EdgeRock Wealth Management have currently?

EdgeRock Wealth Management has approximately 19 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are EdgeRock Wealth Management's key employees and leadership?

As of July 2026, EdgeRock Wealth Management's key employees include:

Director Of Client Services: D. S.
Director Of Marketing: R. M.
Client Experience Manager: P. E.
Portfolio Manager: R. F.
Business Development: A. S.

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EdgeRock Wealth Management Employee Directory

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