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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2021
- Office Locations
- 2
Office Locations
About Edgerock Wealth Management
EdgeRock Wealth Management is a Denver-based RIA focused on helping pre-retirees and retirees turn accumulated savings into a durable retirement plan. The firm delivers a comprehensive "Summit Plan" covering tax-aware withdrawal strategy, Social Security/healthcare and legacy planning, and actively manages portfolios to help mitigate market volatility, with ongoing research on fixed income and bond alternatives. Serves clients across 20+ states.
Team overview
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Owner & Executives
Robert Eugene Foss Jr.
Chief Investment Officer
- CRD
- #6852942
- Ownership
- Less than 5%
AARON RUSSELL LARSON
Chief Compliance Officer
- CRD
- #6394351
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Chase M Adler
Director
- CRD
- #6276344
Pierce Sarkis Aichinger
Portfolio Manager
- CRD
- #7649369
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $578,894,175 | $371,324 |
| Non-Discretionary | $0 | -- |
| Total | $578,894,175 | $371,324 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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