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| Happy Holidays!! thanks for using AUM13F!! |
| Roserock Wealth Management LLC
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|---|---|
| CRD # | 288088 |
| SEC # | 801-120698 |
| CIK # | |
| AUM | $215.2 M (2025-02-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-220-8989 |
| Address | 5950 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 8.0 |
| (b) Individuals (high net worth individuals) | 52 | 196.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.2 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 427 | 215.2 |
| By Discretionary | ||
| Discretionary | 426 | 207.0 |
| Non-Discretionary | 1 | 8.2 |
| Total | 427 | 215.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.2 | |
| Total | 427 | 215.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Colin Bruce Ted
✚
|
0.2 | |
|
Otter Creek Advisors LLC
✚
|
FL | 0.2 |
|
Castle Wealth Planning LLC
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|
CA | 0.2 |
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 0.2 |
|
Semus Wealth Partners LLC
✚
|
FL | 0.2 |
|
Dorian Eason Asset Management LLC
✚
|
TN | 0.2 |
|
Lynx Advisory Partners LLC
✚
|
FL | 0.2 |
|
Main Street Investment Advisors LLC
✚
|
IL | 0.2 |
|
Processus Wealth & Capital Management LLC
✚
|
0.2 | |
|
Barnstone Advisors LLC
✚
|
PA | 0.2 |