Overview
Assets Under Management: $146 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 41
Average Client Assets: $2.7 million
Frequently Asked Questions
BIRDROCK WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138872), BIRDROCK WEALTH is subject to fiduciary duty under federal law.
BIRDROCK WEALTH is headquartered in AUSTIN, TX.
BIRDROCK WEALTH serves 41 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, BIRDROCK WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
BIRDROCK WEALTH manages $146 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, BIRDROCK WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.47%
Average Client Assets: $2.7 million
Total Client Accounts: 425
Discretionary Accounts: 405
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 138872
Filing ID: 2072228
Last Filing Date: 2026-03-26 11:41:22