Daniel Mckibben Willis
Investment adviser representative at Edgerock Wealth Management
10 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
10 years in the industry.
- Edgerock Wealth ManagementNov 2025 to now
- Movement GymsAug 2025 to now
- Hapa Sushi Bar & GrillJun 2021 to now
- Walmart Inc.Jun 2025 to Jun 2025
- Ideal Language SchoolSep 2023 to Apr 2025
- UnemployedDec 2022 to Sep 2023
- Student/collegeAug 2019 to Dec 2022
- Tommy BahamasSep 2018 to Aug 2019
- UnemployedNov 2017 to Sep 2018
- Waterway CarwashMar 2017 to Nov 2017
- UnemployedJun 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8298769
- Firm CRD
- 312325