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Birdrock Wealth

Birdrock Wealth. CRD 138872

Birdrock Wealth logo

CRD: 138872

Birdrock Wealth

Austin, TX, 78733
5122360071
birdrockwealth.com
$146.3M Total AUM
$140.1M Disc. AUM
-- 3Y CAGR
6 Employees
211 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Oak frontierFusion +more
Established Date
04-01-2006
Office Locations
2

Office Locations

9433 BEE Cave RD Bldg 2, Suite 203 Austin TX
-- Minneapolis MN

About Birdrock Wealth

BirdRock Wealth is an independent Austin-based RIA providing comprehensive wealth management, including financial and retirement planning and actively managed, custom portfolios. The team applies a value-investing philosophy and institutional-style research, offering institutional money management alongside retail clients. BirdRock emphasizes fiduciary alignment—partners and employees invest alongside clients—and primarily custody through Charles Schwab.

Team overview

55 AVG AGE
$29.3M AVG AUM / ADVISOR
$693.4K AVG AUM / CLIENT
13.7 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Quantum optima Prime radial Zenith momentum Foundation pioneer Ember foundation

Client Personas

Element Catalyst crest Optima

Custodian

Harbor foundation North vector Beacon Atlas Signal

Investment Themes

Ember Focus Crest focus Focus

Investment Vehicles

Vital Pioneer catalyst

Platform

Optima eagle

Services

Horizon capital Quantum Signal Peak optima Oak Signal alpha Prime Catalyst Wave north Quantum vital Wave wave

Technology

Peak Oak Peak

Owner & Executives

STEPHEN KENNETH LEVY JR

STEPHEN KENNETH LEVY JR

Chief Compliance Officer, Chief Investment Officer, Limited Partner, President

CRD
#3259220
Ownership
50% but less than 75%
(635) 507-4777
signal.unison@harborcapital.com
in linkedin.com/in/legacy-ridge
HEATHER MARIE JUSTMAN

HEATHER MARIE JUSTMAN

Chief Financial Officer, Limited Partner, Partner

CRD
--
Ownership
25% but less than 50%
(715) 455-8968
bridge.quantum@valuecapital.com
in linkedin.com/in/zenith-wave
U

Unison frontier

Momentum peak horizon

CRD
#28030
Ownership
24.9%
(370) 903-4206
quantum.quantum@matrixcapital.com
in linkedin.com/in/radial-timber

Showing 2 of 4 owners & executives

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Contacts

STEPHANIE BOEKE

STEPHANIE BOEKE

President

CRD
#6121837
(759) 284-6032
quantum.alpha@bridgecapital.com
in linkedin.com/in/wave-radial
Mason Ning

Mason Ning

Financial Advisor (AWMA)

CRD
#8206035
(961) 911-7247
optima.crest@timbercapital.com
in linkedin.com/in/pioneer-peak
P

Pathway peak

Vertex timber frontier

CRD
#13532
(210) 686-4025
ridge.ridge@matrixcapital.com
in linkedin.com/in/atlas-timber

Showing 2 of 8 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
08-29-2023
02-08-2024
03-27-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $140,144,760 $346,036
Non-Discretionary $6,161,399 $308,070
Total $146,306,159 $344,250

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Separately Managed Accounts

Total SMA Asset: $144,341,681

$144.3M Total SMA
Equity - Exchange:
23.2%
Equity - OTC:
28.9%
Public Funds:
30.2%
Cash:
17.7%
Asset class Assets Assets %
Equity - Exchange $1,837,305,454 23.2%
Equity - OTC $2,288,712,398 28.9%
Public Funds $2,391,664,858 30.2%
Cash $1,401,737,351 17.7%
Total $7,919,420,061 100.0%

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