Matheson & Rock Wealth Management, LLC
Matheson & Rock Wealth Management, LLC is an SEC-registered wealth manager in Davenport, IA with $530.0M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Matheson & Rock Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289603, SEC 801-114867, data through 2026-01-08.
- AUM (assets under management / regulatory AUM)
- $530.0M (2026-01-08)
- Firm type
- Wealth Manager
- Location
- Davenport, IA
- Employees
- 3
- Clients
- 428
- CRD
- 289603
- Ownership
- MATHESON, MICHAEL, ALLEN; BEYER & ROCK INVESTMENTS, LLC; ROCK, DEAN, ALLEN; Rock, John, David; DELVECCHIO, JUDY, ANN
How much AUM does Matheson & Rock Wealth Management, LLC have?
Matheson & Rock Wealth Management, LLC reported $530.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-08).
Who owns Matheson & Rock Wealth Management, LLC?
Disclosed owners and executives of Matheson & Rock Wealth Management, LLC include MATHESON, MICHAEL, ALLEN, BEYER & ROCK INVESTMENTS, LLC, ROCK, DEAN, ALLEN, Rock, John, David, DELVECCHIO, JUDY, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.