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Target Rock Wealth Management, LLC

● SEC registered since 2024CRD 312279SEC# 801-130008New York, NY
Export (members)
Reg. AUM
$60.8M
Employees
3
Accounts
261
Location
New York, NY

Target Rock Wealth Management, LLC assets under management

Target Rock Wealth Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2024. It reports $60.8 million in regulatory assets under management and employs 3 people.
www.facebook.com/targetrockwealthView on SEC.gov ↗

Target Rock Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christina A De MarvalWealth AdvisorUnder 5%2025
Matthew P McKee ControlPrincipal & CcoOver 75%2020

Frequently asked questions

How much does Target Rock Wealth Management, LLC manage?

Target Rock Wealth Management, LLC reports $60.8 million in regulatory assets under management on its Form ADV.

How many employees does Target Rock Wealth Management, LLC have?

Target Rock Wealth Management, LLC reports 3 employees.

Where is Target Rock Wealth Management, LLC located?

Target Rock Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2024.

Does Target Rock Wealth Management, LLC disclose fund performance?

Target Rock Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address445 Park Avenue, Floor 9, New York, NY 10022
Phone914-580-4530
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$60.8M
Non-discretionary$0
Total (RAUM)$60.8M