Ryan Mckown
Investment adviser representative at Edgerock Wealth Management
11 yearsExperience
1 stateRegistered in
$578.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Edgerock Wealth ManagementMay 2025 to now
- Fidelity InvestmentsJun 2024 to Apr 2025
- Tributary Real EstateJan 2024 to May 2024
- United Health GroupJun 2023 to Aug 2023
- Swisslog HealthcareJun 2022 to Dec 2022
- Vail ResortsOct 2021 to Mar 2022
- Jw MarriottApr 2021 to Sep 2021
- DoordashAug 2020 to Mar 2024
- Slammers BaseballFeb 2020 to Feb 2021
- University of ColoradoAug 2019 to May 2024
- Chaparral High SchoolAug 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Edgerock Wealth Management
Legal name: Edgerock Capital LLC
$578.9MAssets managed
575Clients
13Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7949073
- Firm CRD
- 312325