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BIRDROCK WEALTH

AUSTIN, TX · CRD 138872 · IAPD ↗ · birdrockwealth.com · 512-236-0071

$146.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2024 — BIRDROCK WEALTH changed its website from birdrockam.com to birdrockwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
March 2024 — BIRDROCK WEALTH reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.