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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.

Find EdgeRock Wealth Management employees' phone numbers or email addresses

EdgeRock Wealth Management Global Highlights

Location
Employees

North America
25

Minus sign iconPlus sign icon
  • United States Of America
    25

EdgeRock Wealth Management's Leadership

  • Stylized image of a person
    D. S.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Director Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. O.
    Client Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. E.
    Client Experience Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. A. C.
    Wealth Advisor
    Phone icon
    Mobile Phone

EdgeRock Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Community & Social Services
  • Finance
  • Other
  • Arts & Design

Contact profiles from EdgeRock Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Director Of Client Services
    Phone icon
    Mobile Phone
    Nov 05, 2025
  • Stylized image of a person
    R. M.
    Director Of Marketing
    Phone icon
    Mobile Phone
    Jun 24, 2026
  • Stylized image of a person
    K. O.
    Client Service Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 15, 2026
  • Stylized image of a person
    P. E.
    Client Experience Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. F.
    Portfolio Manager
    Phone icon
    Mobile Phone
    Jan 22, 2026
  • Stylized image of a person
    A. S.
    Business Development
    Phone icon
    Mobile Phone
    Feb 05, 2026
  • Stylized image of a person
    J. G.
    Financial Advisor
    Phone icon
    Mobile Phone
    United States
    Apr 13, 2026
  • Stylized image of a person
    B. A. C.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 23, 2025
  • Stylized image of a person
    J. R.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    N. H.
    Marketing Designer
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is EdgeRock Wealth Management known for?

Minus sign iconPlus sign iconEdgeRock Wealth Management was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 7001 East Belleview Avenue 800 Denver, Colorado 80237 United States. Explore EdgeRock Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconEdgeRock 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?

Minus sign iconPlus sign iconEdgeRock Wealth Management has approximately 19 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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

  • Director Of Client Services: D. S.
  • Director Of Marketing: R. M.
  • Client Service Manager: K. O.
  • Client Experience Manager: P. E.
  • Portfolio Manager: R. F.

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