Overview
Assets Under Management: $435 million
Headquarters: DAVENPORT, IA
High-Net-Worth Clients: 140
Average Client Assets: $2 million
Frequently Asked Questions
MATHESON & ROCK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289603), MATHESON & ROCK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MATHESON & ROCK WEALTH MANAGEMENT, LLC is headquartered in DAVENPORT, IA.
MATHESON & ROCK WEALTH MANAGEMENT, LLC serves 140 high-net-worth clients according to their SEC filing dated January 20, 2025. View client details ↓
According to their SEC Form ADV, MATHESON & ROCK WEALTH MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
MATHESON & ROCK WEALTH MANAGEMENT, LLC manages $435 million in client assets according to their SEC filing dated January 20, 2025.
According to their SEC Form ADV, MATHESON & ROCK WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,022
Discretionary Accounts: 972
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 289603
Last Filing Date: 2025-01-20 00:00:00
Website: https://mrwmqc.com