| Name | Title | Ownership | Since |
|---|---|---|---|
| Dean Allen Rock | Owner | Under 5% | 2022 |
| John David Rock Control | Member/Investment Advisor Representative | 25-50% | 2022 |
| Judy Ann Delvecchio Control | Chief Compliance Officer/Member | 5-10% | 2022 |
Matheson & Rock Wealth Management, LLC reports $435 million in regulatory assets under management on its Form ADV.
Matheson & Rock Wealth Management, LLC reports 3 employees.
Matheson & Rock Wealth Management, LLC is based in Davenport, IA and has been SEC-registered since 2019.
Matheson & Rock Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2322 E. Kimberly Road,, Suite 150n, Davenport, IA 52807 |
| Phone | 800-682-3937 |
| Fax | 563-355-7640 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $330M |
| Non-discretionary | $105M |
| Total (RAUM) | $435M |