Tyler
O'Dell

Edgerock Wealth Management

CRD#7409253
Investment Advisor
in Grand Junction, CO

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About this Advisor

Tyler O'Dell is a financial advisor based in Grand Junction, Colorado, working with Edgerock Wealth Management. Tyler has previously held positions at 21st Judicial District Attorney, Edgerock Wealth Management, University of Wyoming College of Law, and Harvest Christian Center. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Tyler is part of Edgerock Wealth Management, which operates out of Grand Junction, Colorado. The firm has 3 offices and 15 employees. The firm manages assets totaling $325.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Edgerock Wealth Management includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

Grand Junction, CO

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Edgerock Wealth Management Brokerage Details

Total Assets Under Management

$325,099,616

CO Average: $2,349,664,866
Total Number of Employees

15

CO Average: 28
Total Number of Accounts

1,242

CO Average: 1,101
Average Account Size

$261,755

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Tyler O'Dell Work History

2021 - Present (3 years)

Edgerock Wealth Management

2016 - 2021 (5 years)

21St Judicial District Attorney

2015 - 2016 (1 year)

21St Judicial District Attorney

2013 - 2015 (2 years)

University Of Wyoming College Of Law

2013 - 2015 (2 years)

Harvest Christian Center

2012 - 2015 (3 years)

University Of Wyoming College Of Law

Disclosures

Please visit the SEC profile of Tyler O'Dell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Edgerock Wealth Management

Robert Foss
Englewood, CO
Chase Adler
Denver, CO
Pierce Aichinger
Denver, CO
Tyler O'Dell
Grand Junction, CO
Jerad Daniels
Denver, CO
Brett Tomlinson
Denver, CO
Kyle Gerken
Englewood, CO
Kyle Shelley
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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