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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Matheson & Rock Wealth Management LLC
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|---|---|
| CRD # | 289603 |
| SEC # | 801-114867 |
| CIK # | |
| AUM | $435.0 M (2025-01-20) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 800-682-3937 |
| Address | 2322 E Kimberly Road, Davenport, IA 52807 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 120.0 |
| (b) Individuals (high net worth individuals) | 140 | 280.0 |
| (c) Banking or thrift institutions | 1 | 14.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 21.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,022 | 435.0 |
| By Discretionary | ||
| Discretionary | 972 | 330.0 |
| Non-Discretionary | 50 | 105.0 |
| Total | 1,022 | 435.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 435.0 | |
| Total | 1,022 | 435.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abound Financial LLC
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|
CA | 0.4 |
|
Byrne Financial Freedom LLC
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|
MA | 0.4 |
|
COWA LLC
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OK | 0.4 |
|
Symmetry Capital Advisors LLC
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|
TX | 0.4 |
|
Monarch Wealth Strategies
✚
|
CA | 0.4 |
|
Grunden Financial Advisory Inc
✚
|
TX | 0.4 |
|
Weaver Capital Management LLC
✚
|
GA | 0.4 |
|
Absolute Capital Management LLC
✚
|
PA | 0.4 |
|
Kahn Brothers Advisors LLC
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|
NY | 0.4 |
|
ACT Advisors LLC
✚
|
NC | 0.4 |