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| Keyboard |
| Matheson & Rock Wealth Management LLC
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|---|---|
| CRD # | 289603 |
| SEC # | 801-114867 |
| CIK # | |
| AUM | 530.0 M (2026-01-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 800-682-3937 |
| Address | 2322 E Kimberly Road, Davenport, IA 52807 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 265 | 149.0 |
| (b) Individuals (high net worth individuals) | 160 | 335.0 |
| (c) Banking or thrift institutions | 1 | 20.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 26.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,070 | 530.0 |
| By Discretionary | ||
| Discretionary | 1,070 | 530.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,070 | 530.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.0 | |
| Total | 1,070 | 530.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ceeto Capital Group LLC
✚
|
FL | 531.4 M |
|
Brown Wealth Management LLC
✚
|
IL | 530.8 M |
|
Santa Barbara Mgmt LLC
✚
|
IL | 530.2 M |
|
Yarger Wealth Strategies LLC
✚
|
OH | 529.7 M |
|
Barrett & Company Inc
✚
|
RI | 529.7 M |
|
Mindful Asset Planning LLC
✚
|
MN | 529.5 M |
|
Benefit Fiduciary Group LLC
✚
|
VA | 529.4 M |
|
COWA LLC
✚
|
OK | 529.4 M |
|
Navigate Private Wealth LLC
✚
|
UT | 529.2 M |
|
Orin Green Financial LLC
✚
|
CA | 528.8 M |