|
⚲
|
| Roserock Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 288088 |
| SEC # | 801-120698 |
| CIK # | |
| AUM | $275.0 M (2026-04-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-220-8989 |
| Address | 5950 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 10.0 |
| (b) Individuals (high net worth individuals) | 52 | 250.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.5 |
| (h) Charitable organizations | 0 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 275.0 |
| By Discretionary | ||
| Discretionary | 462 | 264.5 |
| Non-Discretionary | 1 | 10.5 |
| Total | 463 | 275.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.0 | |
| Total | 463 | 275.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intrack Investment Management Inc
✚
|
VT | 0.3 |
|
Challenger Wealth Management
✚
|
CA | 0.3 |
|
Spectrum Strategic Capital Management LLC
✚
|
OR | 0.3 |
|
4wealth Advisors Inc
✚
|
IL | 0.3 |
|
KAI Wealth LLC
✚
|
IL | 0.3 |
|
Michael Russo Ltd
✚
|
IL | 0.3 |
|
Cushing Capital Partners LLC
✚
|
WI | 0.3 |
|
1492 Capital Management LLC
✚
|
WI | 0.3 |
|
Berry Wealth Group LP
✚
|
TX | 0.3 |
|
Sutterfield Financial Group Inc
✚
|
OK | 0.3 |