Chief Compliance Officer · Edgerock Wealth Management
Aaron R. Larson
CRD 6394351 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Edgerock Wealth Management, an SEC-registered wealth manager based in Denver, CO with $579 million in regulatory assets, lists Aaron R. Larson on its Form ADV as Chief Compliance Officer. The SEC filings also name Aaron at 1 other registered adviser.
Firms and roles
- Edgerock Wealth ManagementChief Compliance OfficerWealth manager · Denver, CO · $579M in regulatory assets
- Bulman Wealth GroupChief Compliance OfficerWealth manager · Roseville, CA · $283M in regulatory assets
AtlasMembers
Aaron’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kyle F O'DellPresident, Edgerock Wealth Management
- Robert E. FossChief Investment Officer, Edgerock Wealth Management
- Christopher J. BulmanPresident/investment Advisor Representative, Bulman Wealth Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.