MATHESON & ROCK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$530,000,000
Discretionary
$530,000,000
Non-discretionary
$0
Firm details
- CRD number
- 289603
- SEC file number
- 801-114867
- Main office
- DAVENPORT, IA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of October 2026.