EdgeRock Wealth Management Revenue

Financial Services • Denver, Colorado, United States • 11-20 Employees

EdgeRock Wealth Management revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Key Contacts at EdgeRock Wealth Management

Kyle O'Dell

Founder & Ceo

Danielle Sanders

Director Of Client Services

Chase Adler

Director Of Operations

Company overview

Headquarters	7001 E Belleview Ave, 800, Denver, Colorado 80237, US
Phone number	+13037807350
Website	edgerockwealth.com
NAICS	52
Founded	2009
Employees	11-20
Socials

EdgeRock Wealth Management Email Formats

EdgeRock Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@edgerockwealth.com), used 78.6% of the time.

Format	Example	Percentage
{first name}	john@edgerockwealth.com	78.6%
{first initial}	j@edgerockwealth.com	21.4%

About EdgeRock Wealth Management

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 *** 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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

EdgeRock Wealth Management has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

EdgeRock Wealth Management has never raised funding before.

EdgeRock Wealth Management Tech Stack

Discover the technologies and tools that power EdgeRock Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Swiper

JavaScript libraries

Animate.css

UI frameworks

Frequently asked questions

EdgeRock Wealth Management is located in Denver, Colorado, US.

You can reach EdgeRock Wealth Management at +13037807350.

EdgeRock Wealth Management generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.

EdgeRock Wealth Management has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

EdgeRock Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

EdgeRock Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.