ROSEROCK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$275,000,000
Discretionary
$264,500,000
Non-discretionary
$10,500,000
Firm details
- CRD number
- 288088
- SEC file number
- 801-120698
- Main office
- DALLAS, TX, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.ROSEROCKWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.