Matheson & Rock Wealth Management, LLC
● SEC registered since 2019CRD 289603SEC# 801-114867Davenport, IA
Reg. AUM
$530M
Employees
3
Accounts
1,070
Location
Davenport, IA
Matheson & Rock Wealth Management, LLC assets under management
Matheson & Rock Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Davenport, IA. The firm has been registered since 2019. It reports $530 million in regulatory assets under management and employs 3 people.
Matheson & Rock Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dean Allen Rock | Owner | Under 5% | 2022 |
| John David Rock Control | Member/Investment Advisor Representative | 25-50% | 2022 |
| Judy Ann Delvecchio Control | Chief Compliance Officer/Member | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Matheson & Rock Wealth Management, LLC manage?
Matheson & Rock Wealth Management, LLC reports $530 million in regulatory assets under management on its Form ADV.
How many employees does Matheson & Rock Wealth Management, LLC have?
Matheson & Rock Wealth Management, LLC reports 3 employees.
Where is Matheson & Rock Wealth Management, LLC located?
Matheson & Rock Wealth Management, LLC is based in Davenport, IA and has been SEC-registered since 2019.
Does Matheson & Rock Wealth Management, LLC disclose fund performance?
Matheson & 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
| Address | 2322 E. Kimberly Road,, Suite 150n, Davenport, IA 52807 |
| Phone | 800-682-3937 |
| Fax | 563-355-7640 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$530M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$530Mregulatory AUM
Discretionary $530M