Roserock Wealth Management, LLC
● SEC registered since 2021CRD 288088SEC# 801-120698Dallas, TX
Reg. AUM
$275M
Employees
2
Accounts
463
Location
Dallas, TX
Roserock Wealth Management, LLC assets under management
Roserock Wealth Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2021. It reports $275 million in regulatory assets under management and employs 2 people.
Roserock Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Franklin Leonardo Matute | Investment Advisor Representative | 10-25% | 2024 |
| Ryan and Gwin Huey Revocable Trust Control | Owner | Over 75% | 2024 |
| Ryan William Huey Control | President And Chief Compliance Officer | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Roserock Wealth Management, LLC manage?
Roserock Wealth Management, LLC reports $275 million in regulatory assets under management on its Form ADV.
How many employees does Roserock Wealth Management, LLC have?
Roserock Wealth Management, LLC reports 2 employees.
Where is Roserock Wealth Management, LLC located?
Roserock Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Does Roserock Wealth Management, LLC disclose fund performance?
Roserock 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 | 5950 Sherry Lane, Suite 201, Dallas, TX 75225 |
| Phone | (214) 220-8989 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$275M▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$275Mregulatory AUM
Discretionary $264.5MNon-discretionary $10.5M