EdgeRock Wealth Management Employee Directory

Q: What is EdgeRock Wealth Management known for?

EdgeRock Wealth Management was founded in 2009. EdgeRock Wealth Management operates in the Financial Services industry.

Q: How many employees does EdgeRock Wealth Management have currently?

EdgeRock Wealth Management has approximately 17 employees.

Financial ServicesUnited States11-50 Employees

EdgeRock is an independent wealth management firm headquartered in Denver, CO. Since 2009 they've served the Rocky Mountain region and beyond, specializing in advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs. 

Contact Us: www.edgerockwealth.com

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This was prepared by EdgeRock Wealth Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. EdgeRock’s Form ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for EdgeRock. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. EdgeRock is an independent investment advisor that offers a variety of different investment vehicles. This page is for informational purposes and does not address any individual's financial situation. EdgeRock does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. EdgeRock will not accept investment offers via social media.

Find EdgeRock Wealth Management employees' phone numbers or email addresses

EdgeRock Wealth Management Global Highlights

North America
29

United States Of America
29

EdgeRock Wealth Management's Leadership

R. F.
Chief Investment Officer
Mobile Phone
Email
D. S.
Director Of Client Services
Mobile Phone
Email
C. A.
Director Of Operations
Mobile Phone
Email
T. R. M.
Director Of Marketing
Mobile Phone
Email
R. M.
Director Of Marketing
Mobile Phone
Email
R. L.
Creative Marketing Lead
Mobile Phone
Email
K. O.
Client Service Manager
Mobile Phone
Email
P. A.
Lead Analyst
Mobile Phone
Email

Contact profiles from EdgeRock Wealth Management

Name

Title

Contact Info

Location

Last Update

R. F.
Chief Investment Officer
Mobile Phone
Email
United StatesColorado
Nov 05, 2025
D. S.
Director Of Client Services
Mobile Phone
Email
Nov 05, 2025
C. A.
Director Of Operations
Mobile Phone
Email
United StatesColorado
Nov 05, 2025
T. R. M.
Director Of Marketing
Mobile Phone
Email
United StatesColorado
Nov 05, 2025
R. M.
Director Of Marketing
Mobile Phone
Email
Jul 02, 2024
R. L.
Creative Marketing Lead
Mobile Phone
Email
United StatesColorado
Nov 05, 2025
K. O.
Client Service Manager
Mobile Phone
Email
United StatesColorado
Aug 11, 2025
P. A.
Lead Analyst
Mobile Phone
Email
United StatesColorado
Nov 05, 2025
K. O.
Client Service Manager
Mobile Phone
Email
United StatesColorado
Nov 05, 2025
P. E.
Client Experience Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is EdgeRock Wealth Management known for?

EdgeRock Wealth Management was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 7001 E Belleview Ave, 800 Denver, Colorado 80237, US. 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 17 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, EdgeRock Wealth Management's key employees include:

Chief Investment Officer: R. F.
Director Of Client Services: D. S.
Director Of Operations: C. A.
Director Of Marketing: T. R. M.
Director Of Marketing: R. M.

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