Roserock Wealth Management, LLC
Roserock Wealth Management, LLC is an SEC-registered wealth manager in Dallas, TX with $275.0M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Roserock Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288088, SEC 801-120698, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $275.0M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 2
- Clients
- 74
- CRD
- 288088
- Ownership
- MATUTE, FRANKLIN, LEONARDO; HUEY, GWIN, ESTES; HUEY, RYAN, WILLIAM; RYAN AND GWIN HUEY REVOCABLE TRUST
How much AUM does Roserock Wealth Management, LLC have?
Roserock Wealth Management, LLC reported $275.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Roserock Wealth Management, LLC?
Disclosed owners and executives of Roserock Wealth Management, LLC include MATUTE, FRANKLIN, LEONARDO, HUEY, GWIN, ESTES, HUEY, RYAN, WILLIAM, RYAN AND GWIN HUEY REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.