Birdrock Wealth

Birdrock Wealth company information, Employees & Contact Information

Updated June 2026

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Birdrock Wealth is a Financial Services company and founded in 2006. It has approximately 4 employees on record. Contact data was last refreshed in June 2026. Find Birdrock Wealth's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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BirdRock Wealth is a Registered Investment Advisor based in Austin, TX and has assets under management of $150 Million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and Steve Levy is a six-time Texas Monthly Five Star Wealth Manager. The firm's Small Cap portfolio is also ranked Five Stars by Morningstar as of 2/23/2023. Investment performance is GIPS (Global Investment Performance Standards) verified by ACA Compliance Group.

Company Details

Employees
4
Founded
2006
Address
9433 Bee Cave Road,
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
http://www.BirdRockWealth.com/
Keywords
Austin.
HQ
Austin, TX
Competitors
NEST Financial, FMP Wealth Advisers, Fort Wealth Management, Inc., Maslow Wealth Advisors, Austin First Financial, Oakwell Private Wealth Management LLC, Austin Asset, Austin Wealth Management, Austin Private Wealth, Century Management Financial Advisors.
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