Target Rock Wealth Management, LLC
Target Rock Wealth Management, LLC is an SEC-registered wealth manager in New York, NY with $94.0M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Target Rock Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312279, SEC 801-130008, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $94.0M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 4
- Clients
- 88
- CRD
- 312279
- Ownership
- MCKEE, MATTHEW, P; DE MARVAL, CHRISTINA, A
How much AUM does Target Rock Wealth Management, LLC have?
Target Rock Wealth Management, LLC reported $94.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Target Rock Wealth Management, LLC?
Disclosed owners and executives of Target Rock Wealth Management, LLC include MCKEE, MATTHEW, P, DE MARVAL, CHRISTINA, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.